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
NGG
National Grid PLC

Utilities
2.74K
New
$62.74 - $74.79 $172K - $205K
2.74K $203K
FDUS
Fidus Investment Corp

Financial Services
10.1K
New
$17.32 - $20.65 $175K - $208K
10.1K $203K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
19K
New
$9.74 - $10.75 $185K - $204K
19K $203K
CENX
Century Aluminum CO

Basic Materials
11.2K
New
$13.7 - $20.12 $154K - $226K
11.2K $202K
HNDL
Strategy Shs

ETFs
9.29K
New
$19.2 - $21.66 $178K - $201K
9.29K $201K
IYM
Ishares Tr

ETFs
1.44K
New
$116.16 - $140.01 $168K - $202K
1.44K $201K
FXL
First Tr Exchange Traded Fd Fi

ETFs
750
+ 22.98%
$115.28 - $157.36 $86.5K - $118K
4.01K $631K
APLE
Apple Hospitality Reit, Inc.

Real Estate
17K
New
$10.66 - $12.92 $181K - $220K
17K $198K
MEAR
Blackrock Short Maturity Munic

ETFs
3.91K
+ 13.48%
$49.74 - $50.27 $195K - $197K
32.9K $1.66M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.86K
+ 21.96%
$35.3 - $37.51 $171K - $182K
27K $1.01M
HUBB
Hubbell Inc

Industrials
142
+ 7.96%
$315.94 - $408.41 $44.9K - $58K
1.93K $786K
PTLO
Portillo'S Inc.

Consumer Cyclical
15.6K
+ 78.93%
$10.34 - $13.35 $161K - $208K
35.3K $412K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
638
+ 4.5%
$63.36 - $80.23 $40.4K - $51.2K
14.8K $1.19M
L
Loews Corp

Financial Services
1.89K
+ 6.22%
$80.89 - $92.09 $153K - $174K
32.2K $2.95M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.3K
+ 48.89%
$48.22 - $60.41 $111K - $139K
7.01K $418K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.74K
+ 8.36%
$45.9 - $56.06 $80K - $97.7K
22.6K $1.27M
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.54K
+ 13.24%
$24.18 - $27.61 $158K - $180K
55.9K $1.51M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
2.01K
+ 3.65%
$17.94 - $23.34 $36K - $46.8K
56.9K $1.27M
HAS
Hasbro, Inc.

Consumer Cyclical
1.25K
+ 26.25%
$50.71 - $73.82 $63.3K - $92.2K
6.01K $443K
NNDM
Nano Dimension Ltd.

Technology
93.1K
New
$1.38 - $1.65 $129K - $154K
93.1K $150K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
16.4K
New
$7.81 - $9.04 $128K - $148K
16.4K $147K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
1.57K
+ 7.97%
$46.54 - $55.66 $73.3K - $87.6K
21.3K $1.19M
BIGZ
Black Rock Innovation & Growth Trust
21.4K
+ 104.0%
N/A
42K $277K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.08K
+ 7.54%
$29.36 - $35.56 $60.9K - $73.8K
29.6K $1.05M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
793
+ 24.61%
$83.67 - $109.12 $66.4K - $86.5K
4.02K $438K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.72K
+ 9.8%
$50.34 - $51.86 $137K - $141K
30.5K $1.57M
TPHD
Timothy Plan High Divid Stk Et

ETFs
3.52K
+ 45.42%
$32.99 - $38.01 $116K - $134K
11.3K $425K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.83K
+ 15.47%
$24.12 - $25.48 $116K - $123K
36K $918K
NDAQ
Nasdaq, Inc.

Financial Services
1.05K
+ 37.24%
$66.4 - $89.42 $69.4K - $93.4K
3.85K $344K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.64K
+ 5.24%
$33.46 - $38.01 $54.7K - $62.2K
32.9K $1.25M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
482
+ 11.88%
$162.34 - $192.15 $78.2K - $92.6K
4.54K $872K
CHW
Calamos Global Dynamic Income Fund

Financial Services
17.9K
New
$5.59 - $7.13 $99.9K - $127K
17.9K $127K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
9K
+ 53.42%
$10.48 - $12.62 $94.3K - $114K
25.8K $326K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
450
+ 15.38%
$104.4 - $138.37 $47K - $62.3K
3.38K $467K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
157
+ 1.41%
$57.14 - $72.68 $8.97K - $11.4K
11.3K $823K
DLY
Double Line Yield Opportunities Fund

N/A
8.82K
+ 16.56%
$14.45 - $16.11 $127K - $142K
62.1K $967K
SSSS
Suro Capital Corp.

Financial Services
13.4K
New
$4.46 - $8.41 $59.8K - $113K
13.4K $110K
AVDE
American Centy ETF Tr Avantis

ETFs
1K
+ 22.51%
$59.32 - $74.36 $59.5K - $74.6K
5.46K $404K
ILCV
Ishares Morningstar Value ETF

ETFs
961
+ 7.35%
$72.16 - $83.39 $69.3K - $80.1K
14K $1.17M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
4.27K
+ 15.81%
$23.36 - $24.11 $99.6K - $103K
31.2K $745K
OMF
One Main Holdings, Inc.

Financial Services
978
+ 22.0%
$40.42 - $57.0 $39.5K - $55.7K
5.42K $309K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
479
+ 8.35%
$62.75 - $79.31 $30.1K - $38K
6.22K $492K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
4.98K
+ 23.82%
$11.52 - $14.55 $57.3K - $72.4K
25.9K $368K
DG
Dollar General Corp

Consumer Defensive
194
+ 7.42%
$86.02 - $114.95 $16.7K - $22.3K
2.81K $321K
UMC
United Microelectronics Corp

Technology
11K
+ 87.65%
$6.12 - $8.32 $67.3K - $91.5K
23.6K $180K
IAG
Iamgold Corp

Basic Materials
12.5K
New
$5.63 - $8.09 $70.4K - $101K
12.5K $91K
ASA
Asa Gold & Precious Metals LTD

Financial Services
2.35K
+ 30.15%
$24.28 - $34.46 $57.1K - $81K
10.1K $320K
QINT
American Centy ETF Tr Quality

ETFs
723
+ 10.66%
$46.54 - $58.35 $33.6K - $42.2K
7.5K $437K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.73K
+ 2.53%
$30.29 - $30.83 $82.8K - $84.2K
111K $3.41M
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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