Get Premium to unlock powerful stock data

Atwood & Palmer Inc Buys FIRST TR EXCH VII, Janus Henderson Mortgage-Backed Securities ETF, Janus Henderson AAA CLO ETF, Sells Invesco BulletShares 2021 High Yield Corporate Bon, Invesco BulletShares 2021 Corporate Bond ETF, O'Reilly Automotive Inc

Author's Avatar
insider
Oct 29, 2021
Article's Main Image
Kansas City, MO, based Investment company Atwood & Palmer Inc (Current Portfolio) buys FIRST TR EXCH VII, Janus Henderson Mortgage-Backed Securities ETF, Janus Henderson AAA CLO ETF, Tortoise North American Pipeline Fund ETF, Invesco BulletShares 2022 High Yield Corporate Bon, sells Invesco BulletShares 2021 High Yield Corporate Bon, Invesco BulletShares 2021 Corporate Bond ETF, O'Reilly Automotive Inc, First Trust Dorsey Wright International Focus 5, Adobe Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Atwood & Palmer Inc. As of 2021Q3, Atwood & Palmer Inc owns 433 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of ATWOOD & PALMER INC's stock buys and sells, go to https://www.gurufocus.com/guru/atwood+%26+palmer+inc/current-portfolio/portfolio

These are the top 5 holdings of ATWOOD & PALMER INC
  1. FIRST TR EXCH VII (FTGC) - 2,372,727 shares, 5.11% of the total portfolio. New Position
  2. Generac Holdings Inc (GNRC) - 117,007 shares, 4.27% of the total portfolio. Shares reduced by 2.44%
  3. Goldman Sachs ActiveBeta International Equity ETF (GSIE) - 1,147,499 shares, 3.50% of the total portfolio. Shares added by 5.30%
  4. iShares MSCI Intl Momentum Factor ET (IMTM) - 1,016,562 shares, 3.45% of the total portfolio. Shares added by 5.22%
  5. United Rentals Inc (URI) - 108,176 shares, 3.39% of the total portfolio. Shares reduced by 1.59%
New Purchase: FIRST TR EXCH VII (FTGC)

Atwood & Palmer Inc initiated holding in FIRST TR EXCH VII. The purchase prices were between $22.72 and $24.29, with an estimated average price of $23.64. The stock is now traded at around $25.140000. The impact to a portfolio due to this purchase was 5.11%. The holding were 2,372,727 shares as of 2021-09-30.

New Purchase: Janus Henderson Mortgage-Backed Securities ETF (JMBS)

Atwood & Palmer Inc initiated holding in Janus Henderson Mortgage-Backed Securities ETF. The purchase prices were between $52.9 and $53.27, with an estimated average price of $53.1. The stock is now traded at around $52.940000. The impact to a portfolio due to this purchase was 1.83%. The holding were 385,904 shares as of 2021-09-30.

New Purchase: Janus Henderson AAA CLO ETF (JAAA)

Atwood & Palmer Inc initiated holding in Janus Henderson AAA CLO ETF. The purchase prices were between $50.26 and $50.48, with an estimated average price of $50.4. The stock is now traded at around $50.511000. The impact to a portfolio due to this purchase was 1.68%. The holding were 373,733 shares as of 2021-09-30.

New Purchase: Tortoise North American Pipeline Fund ETF (TPYP)

Atwood & Palmer Inc initiated holding in Tortoise North American Pipeline Fund ETF. The purchase prices were between $20.59 and $22.55, with an estimated average price of $21.59. The stock is now traded at around $23.060000. The impact to a portfolio due to this purchase was 1.06%. The holding were 542,457 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2023 High Yield Corporate Bon (BSJN)

Atwood & Palmer Inc initiated holding in Invesco BulletShares 2023 High Yield Corporate Bon. The purchase prices were between $25.05 and $25.36, with an estimated average price of $25.2. The stock is now traded at around $25.259900. The impact to a portfolio due to this purchase was 0.94%. The holding were 415,516 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2022 High Yield Corporate Bon (BSJM)

Atwood & Palmer Inc initiated holding in Invesco BulletShares 2022 High Yield Corporate Bon. The purchase prices were between $23.04 and $23.24, with an estimated average price of $23.15. The stock is now traded at around $23.210200. The impact to a portfolio due to this purchase was 0.94%. The holding were 451,008 shares as of 2021-09-30.

Added: First Trust Enhanced Short Maturity ETF (FTSM)

Atwood & Palmer Inc added to a holding in First Trust Enhanced Short Maturity ETF by 75.00%. The purchase prices were between $59.88 and $59.95, with an estimated average price of $59.91. The stock is now traded at around $59.870000. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,300 shares as of 2021-09-30.

Added: Archer-Daniels Midland Co (ADM)

Atwood & Palmer Inc added to a holding in Archer-Daniels Midland Co by 32.68%. The purchase prices were between $57.41 and $63, with an estimated average price of $59.97. The stock is now traded at around $64.750000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 544 shares as of 2021-09-30.

Added: Vanguard Growth ETF (VUG)

Atwood & Palmer Inc added to a holding in Vanguard Growth ETF by 605.00%. The purchase prices were between $286.19 and $308.66, with an estimated average price of $298.29. The stock is now traded at around $313.330000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 141 shares as of 2021-09-30.

Added: Target Corp (TGT)

Atwood & Palmer Inc added to a holding in Target Corp by 458.33%. The purchase prices were between $228.77 and $264.07, with an estimated average price of $250.36. The stock is now traded at around $259.270000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 134 shares as of 2021-09-30.

Added: Enbridge Inc (ENB)

Atwood & Palmer Inc added to a holding in Enbridge Inc by 33.94%. The purchase prices were between $37.31 and $40.69, with an estimated average price of $39.47. The stock is now traded at around $41.800000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 296 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

Atwood & Palmer Inc added to a holding in United Parcel Service Inc by 731.25%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $215.610000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 133 shares as of 2021-09-30.

Sold Out: BTC iShares MSCI EAFE Growth ETF (EFG)

Atwood & Palmer Inc sold out a holding in BTC iShares MSCI EAFE Growth ETF. The sale prices were between $105.79 and $113.94, with an estimated average price of $110.09.

Sold Out: iShares MSCI EM ESG Select ETF (ESGE)

Atwood & Palmer Inc sold out a holding in iShares MSCI EM ESG Select ETF. The sale prices were between $40.74 and $44.79, with an estimated average price of $42.74.

Sold Out: Ebix Inc (EBIX)

Atwood & Palmer Inc sold out a holding in Ebix Inc. The sale prices were between $26.7 and $33.47, with an estimated average price of $29.34.

Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Atwood & Palmer Inc sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $132.77 and $135.89, with an estimated average price of $134.65.

Sold Out: BTC iShares U.S. Treasury Bond ETF (GOVT)

Atwood & Palmer Inc sold out a holding in BTC iShares U.S. Treasury Bond ETF. The sale prices were between $26.46 and $26.93, with an estimated average price of $26.74.

Sold Out: Atlas Air Worldwide Holdings Inc (AAWW)

Atwood & Palmer Inc sold out a holding in Atlas Air Worldwide Holdings Inc. The sale prices were between $63.43 and $85.2, with an estimated average price of $71.97.

Reduced: Invesco BulletShares 2021 High Yield Corporate Bon (BSJL)

Atwood & Palmer Inc reduced to a holding in Invesco BulletShares 2021 High Yield Corporate Bon by 97.11%. The sale prices were between $22.97 and $23, with an estimated average price of $22.99. The stock is now traded at around $22.987000. The impact to a portfolio due to this sale was -0.53%. Atwood & Palmer Inc still held 6,625 shares as of 2021-09-30.

Reduced: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Atwood & Palmer Inc reduced to a holding in Invesco BulletShares 2021 Corporate Bond ETF by 96.64%. The sale prices were between $21.06 and $21.09, with an estimated average price of $21.08. The stock is now traded at around $21.075000. The impact to a portfolio due to this sale was -0.49%. Atwood & Palmer Inc still held 7,750 shares as of 2021-09-30.

Reduced: Adobe Inc (ADBE)

Atwood & Palmer Inc reduced to a holding in Adobe Inc by 25.86%. The sale prices were between $575.72 and $666.59, with an estimated average price of $629.42. The stock is now traded at around $648.510000. The impact to a portfolio due to this sale was -0.01%. Atwood & Palmer Inc still held 215 shares as of 2021-09-30.

Reduced: O'Reilly Automotive Inc (ORLY)

Atwood & Palmer Inc reduced to a holding in O'Reilly Automotive Inc by 50%. The sale prices were between $575.38 and $626.33, with an estimated average price of $599.88. The stock is now traded at around $627.885000. The impact to a portfolio due to this sale was -0.01%. Atwood & Palmer Inc still held 100 shares as of 2021-09-30.

Reduced: iShares MSCI USA ESG Optimized ETF (ESGU)

Atwood & Palmer Inc reduced to a holding in iShares MSCI USA ESG Optimized ETF by 52.98%. The sale prices were between $97.33 and $103.79, with an estimated average price of $101.04. The stock is now traded at around $105.370000. The impact to a portfolio due to this sale was -0.01%. Atwood & Palmer Inc still held 300 shares as of 2021-09-30.

Reduced: First Trust Dorsey Wright International Focus 5 (IFV)

Atwood & Palmer Inc reduced to a holding in First Trust Dorsey Wright International Focus 5 by 26.59%. The sale prices were between $22.74 and $24.47, with an estimated average price of $23.77. The stock is now traded at around $23.320000. The impact to a portfolio due to this sale was -0.01%. Atwood & Palmer Inc still held 5,480 shares as of 2021-09-30.



Here is the complete portfolio of ATWOOD & PALMER INC. Also check out:

1. ATWOOD & PALMER INC's Undervalued Stocks
2. ATWOOD & PALMER INC's Top Growth Companies, and
3. ATWOOD & PALMER INC's High Yield stocks
4. Stocks that ATWOOD & PALMER INC keeps buying

Become a Premium Member to See This: (Free Trial):

» Take a Free Trial of Premium Membership

Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus