Atria Wealth Solutions, Inc. Purchases in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
171K
+ 309.79%
$43.6 - $52.02 $7.45M - $8.89M
226K $11.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
65.6K
+ 54.62%
$81.46 - $94.63 $5.34M - $6.2M
186K $17.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
122K
+ 208.16%
$50.09 - $51.09 $6.12M - $6.24M
181K $9.24M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
91.1K
+ 23.79%
$49.57 - $50.27 $4.52M - $4.58M
474K $23.8M
NEAR
Blackrock Short Maturity Bond

ETFs
59K
+ 654.85%
$50.41 - $51.17 $2.98M - $3.02M
68.1K $3.48M
CEG
Constellation Energy Corp

Utilities
4.88K
+ 49.73%
$170.96 - $322.76 $833K - $1.57M
14.7K $4.74M
VCR
Vanguard Consumer Discretionar

ETFs
5.3K
+ 26.6%
$290.42 - $364.35 $1.54M - $1.93M
25.2K $9.13M
CGXU
Capital Group Intl Focus Equit

ETFs
69.3K
+ 31.36%
$21.44 - $27.35 $1.49M - $1.9M
290K $7.87M
ZS
Zscaler, Inc.

Technology
5.99K
+ 173.43%
$174.67 - $315.32 $1.05M - $1.89M
9.45K $2.97M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
25.7K
+ 40.36%
$49.85 - $64.51 $1.28M - $1.66M
89.3K $5.76M
HWM
Howmet Aerospace Inc.

Industrials
9.11K
+ 120.52%
$112.33 - $186.13 $1.02M - $1.7M
16.7K $3.1M
AUSF
Global X Fds Adaptive U S Fact

ETFs
47.1K
New
$39.16 - $44.7 $1.84M - $2.1M
47.1K $2.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.58K
+ 11.07%
$113.67 - $150.4 $634K - $839K
55.9K $8.41M
PWR
Quanta Services, Inc.

Industrials
2.34K
+ 27.93%
$239.47 - $381.26 $560K - $891K
10.7K $4.05M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
27.8K
New
$54.03 - $67.61 $1.5M - $1.88M
27.8K $1.88M
LGOV
First Tr ETF Iv Long Duration

ETFs
86.2K
+ 14.94%
$20.73 - $21.92 $1.79M - $1.89M
663K $14.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
16.6K
New
$67.22 - $100.51 $1.11M - $1.66M
16.6K $1.64M
JHMM
John Hancock Multifactor Mid C

ETFs
22K
+ 33.61%
$50.32 - $61.13 $1.1M - $1.34M
87.3K $5.34M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
58.3K
+ 33.88%
$24.98 - $25.66 $1.46M - $1.5M
230K $5.9M
CRDO
Credo Technology Group Holding LTD

Technology
7.68K
+ 53.42%
$33.3 - $95.05 $256K - $730K
22K $2.04M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
56.6K
+ 28.09%
$22.54 - $23.17 $1.28M - $1.31M
258K $5.93M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19.2K
+ 28.95%
$68.13 - $74.77 $1.31M - $1.43M
85.5K $6.22M
WTW
Willis Towers Watson PLC

Financial Services
3.78K
New
$295.96 - $337.43 $1.12M - $1.28M
3.78K $1.16M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
321
+ 1.98%
$299.15 - $396.54 $96K - $127K
16.5K $6.55M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
10.3K
New
$67.28 - $97.53 $692K - $1M
10.3K $1M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
30K
New
$23.76 - $32.49 $714K - $976K
30K $975K
RECS
Columbia ETF Tr I

ETFs
21.1K
+ 62.11%
$29.4 - $36.79 $621K - $777K
55.1K $2.03M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
17.3K
New
$38.78 - $49.2 $670K - $850K
17.3K $840K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
31.5K
+ 38.19%
$22.87 - $24.35 $720K - $767K
114K $2.78M
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.37K
+ 16.4%
$32.56 - $57.11 $142K - $250K
31K $1.77M
COF
Capital One Financial Corp

Financial Services
1.8K
+ 15.66%
$150.57 - $212.76 $271K - $384K
13.3K $2.83M
RDW
Redwire Corp

Industrials
20K
+ 36.75%
$7.51 - $20.57 $150K - $412K
74.5K $1.21M
PFFA
Etfis Ser Tr I

ETFs
35.1K
New
$19.49 - $21.31 $684K - $748K
35.1K $730K
SYM
Symbotic Inc.

Financial Services
1.72K
+ 4.87%
$17.5 - $38.85 $30.2K - $66.9K
37.1K $1.44M
TWLO
Twilio Inc

Communication Services
5.85K
New
$81.34 - $124.36 $476K - $728K
5.85K $727K
AXON
Axon Enterprise, Inc.

Industrials
80
+ 3.83%
$497.13 - $827.94 $39.8K - $66.2K
2.17K $1.79M
IGF
Ishares Global Infrastructure

ETFs
11.1K
+ 181.55%
$50.55 - $59.83 $562K - $666K
17.3K $1.02M
ROUS
Hartford Multifactor Us Equity

ETFs
11.8K
+ 248.37%
$45.36 - $53.69 $535K - $633K
16.5K $888K
AER
Aer Cap Holdings N.V.

Industrials
5.1K
+ 162.86%
$88.97 - $117.24 $454K - $598K
8.24K $963K
FLEX
Flex Ltd.

Technology
12.8K
New
$26.68 - $50.09 $341K - $641K
12.8K $638K
IOO
Ishares Tr Global 100 ETF

ETFs
3.15K
+ 12.18%
$84.95 - $107.81 $268K - $340K
29K $3.13M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.69K
+ 229.24%
$205.81 - $234.23 $553K - $630K
3.86K $900K
STRL
Sterling Construction CO Inc

Industrials
2.74K
New
$104.96 - $231.51 $288K - $635K
2.74K $633K
PGR
Progressive Corp

Financial Services
3.44K
+ 18.99%
$255.27 - $288.74 $878K - $993K
21.5K $5.75M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
14.3K
+ 35.06%
$27.46 - $33.2 $392K - $474K
55K $1.83M
CVNA
Carvana Co.

Consumer Cyclical
1.66K
New
$162.57 - $345.64 $270K - $574K
1.66K $560K
DT
Dynatrace, Inc.

Technology
8.95K
+ 129.17%
$41.21 - $55.9 $369K - $500K
15.9K $876K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.57K
+ 51.63%
$67.03 - $80.35 $441K - $528K
19.3K $1.54M
ACLS
Axcelis Technologies Inc

Technology
7.19K
New
$42.42 - $70.92 $305K - $510K
7.19K $500K
Activity Summary
Buys All Purchases 368 New Holdings 119 Increased Positions 249 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 0 Puts 1
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