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
CLF
Cleveland Cliffs Inc.

Basic Materials
13.8K
+ 40.54%
$5.83 - $8.88 $80.2K - $122K
47.7K $362K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
695
+ 3.4%
$37.78 - $44.9 $26.3K - $31.2K
21.1K $948K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.45K
+ 11.64%
$18.34 - $24.56 $26.6K - $35.7K
13.9K $339K
ACM
Aecom

Industrials
131
+ 4.12%
$87.19 - $113.06 $11.4K - $14.8K
3.31K $373K
FYC
First Trust Small Cap Growth A

ETFs
409
+ 10.75%
$61.01 - $79.58 $25K - $32.5K
4.21K $335K
SPXC
Spx Corp

Industrials
53
+ 3.15%
$120.66 - $167.68 $6.39K - $8.89K
1.73K $290K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.49K
+ 15.87%
$32.77 - $38.72 $48.9K - $57.8K
10.9K $421K
EEMA
Ishares Msci Emerging Markets

ETFs
576
+ 20.92%
$64.59 - $83.0 $37.2K - $47.8K
3.33K $274K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
2.89K
+ 25.13%
$21.04 - $22.42 $60.8K - $64.8K
14.4K $322K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
14.5K
+ 57.23%
$4.85 - $5.95 $70.4K - $86.4K
39.9K $218K
VTWV
Vanguard Russell 2000 Value Et

ETFs
393
+ 20.63%
$116.09 - $139.09 $45.6K - $54.7K
2.3K $319K
SVM
Silvercorp Metals Inc

Basic Materials
10K
+ 20.0%
$3.22 - $4.43 $32.2K - $44.3K
60K $253K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
127
+ 6.95%
$134.25 - $172.52 $17K - $21.9K
1.96K $337K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
504
+ 11.84%
$51.36 - $62.5 $25.9K - $31.5K
4.76K $297K
PLL
Piedmont Lithium Inc.

Basic Materials
10.2K
New
$5.34 - $8.91 $54.6K - $91.1K
10.2K $59K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.06K
+ 17.72%
$20.31 - $24.1 $41.9K - $49.7K
13.7K $330K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
1.1K
+ 14.38%
$33.11 - $37.79 $36.5K - $41.7K
8.78K $331K
LTRX
Lantronix Inc

Technology
20K
New
$1.96 - $3.0 $39.2K - $60K
20K $57K
DSL
Double Line Income Solutions Fund

Financial Services
6.48K
+ 10.08%
$11.15 - $12.57 $72.2K - $81.4K
70.7K $865K
QDF
Flexshares Quality Dividend In

ETFs
426
+ 8.86%
$59.99 - $73.18 $25.6K - $31.2K
5.23K $382K
BBUS
J P Morgan Exchg Traded Fd

ETFs
128
+ 3.74%
$89.63 - $111.92 $11.5K - $14.3K
3.56K $397K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.39K
+ 11.69%
$31.58 - $37.56 $44K - $52.4K
13.3K $492K
BRSP
Bright Spire Capital, Inc.

Real Estate
10.2K
New
$4.3 - $5.59 $43.7K - $56.8K
10.2K $51K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
2.16K
+ 1.61%
$22.57 - $23.23 $48.8K - $50.2K
137K $3.17M
FSTA
Fidelity Covington Tr Msci Con

ETFs
934
+ 1.8%
$47.94 - $52.5 $44.8K - $49K
52.8K $2.7M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.13K
+ 8.51%
$49.12 - $50.93 $55.4K - $57.4K
14.4K $716K
BHC
Bausch Health Companies Inc.

Healthcare
6.35K
+ 20.7%
$4.32 - $6.66 $27.4K - $42.3K
37K $246K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
134
+ 0.2%
$14.62 - $16.23 $1.96K - $2.17K
67.4K $1.09M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
2.22K
+ 13.37%
$18.92 - $19.87 $42K - $44.1K
18.8K $374K
PK
Park Hotels & Resorts Inc.

Real Estate
5K
+ 29.41%
$8.85 - $11.18 $44.3K - $55.9K
22K $225K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
5.19K
+ 10.46%
$12.37 - $14.5 $64.2K - $75.3K
54.8K $760K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.96K
+ 8.49%
$9.18 - $10.99 $18K - $21.6K
25.1K $275K
CATH
Global X Fds Global X S&P 500

ETFs
24
+ 0.5%
$59.85 - $75.45 $1.44K - $1.81K
4.79K $361K
BIBL
Northern Lts Fd Tr Iv

ETFs
152
+ 1.36%
$33.5 - $41.33 $5.09K - $6.28K
11.3K $467K
STLA
Stellantis N.V.

Consumer Cyclical
5K
+ 46.71%
$8.53 - $11.27 $42.6K - $56.3K
15.7K $157K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
506
+ 6.22%
$42.02 - $50.36 $21.3K - $25.5K
8.64K $430K
VNQI
Vanguard Global Ex U.S. Real

ETFs
188
+ 3.67%
$37.77 - $46.15 $7.1K - $8.68K
5.31K $245K
HYMU
Blackrock ETF Tr Ii High Yield
1.53K
+ 6.85%
N/A
23.9K $548K
URG
Ur Energy Inc

Energy
35K
New
$0.56 - $1.13 $19.6K - $39.5K
35K $36K
TBLA
Taboola.Com Ltd.

Communication Services
10.1K
New
$2.54 - $3.7 $25.7K - $37.4K
10.1K $36K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
250
+ 1.39%
$33.71 - $39.66 $8.43K - $9.92K
18.2K $722K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
777
+ 5.88%
$24.72 - $28.27 $19.2K - $22K
14K $394K
NNN
National Retail Properties, Inc.

Real Estate
735
+ 10.47%
$37.56 - $43.42 $27.6K - $31.9K
7.75K $334K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
323
+ 1.72%
$36.25 - $42.28 $11.7K - $13.7K
19K $805K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.32K
+ 6.93%
$17.99 - $18.99 $23.8K - $25.1K
20.4K $387K
FSMD
Fidelity Covington Tr Small Mi

ETFs
20
+ 0.15%
$34.67 - $41.47 $693 - $829
13.2K $547K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
10
+ 0.1%
$18.53 - $24.21 $185 - $242
9.57K $231K
HFRO
Highland Income Fund\Ma

Financial Services
5.44K
+ 9.87%
$4.47 - $5.28 $24.3K - $28.7K
60.6K $314K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.17K
+ 2.8%
$9.73 - $11.03 $11.4K - $12.9K
43.1K $475K
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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