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
SITE
Site One Landscape Supply, Inc.

Industrials
220
+ 10.25%
$104.79 - $127.3 $23.1K - $28K
2.37K $286K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
4.08K
+ 37.41%
$4.93 - $5.9 $20.1K - $24.1K
15K $86K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
1.66K
+ 5.08%
$11.4 - $13.51 $19K - $22.5K
34.4K $461K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.35K
+ 12.54%
$19.78 - $21.29 $26.8K - $28.8K
12.2K $250K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
115
+ 1.5%
$43.78 - $51.5 $5.03K - $5.92K
7.78K $400K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
430
+ 7.29%
$47.89 - $48.65 $20.6K - $20.9K
6.33K $307K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
2.14K
+ 12.73%
$15.08 - $16.68 $32.3K - $35.7K
18.9K $299K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
534
+ 1.79%
$23.32 - $24.45 $12.5K - $13.1K
30.4K $743K
THM
International Tower Hill Mines LTD

Basic Materials
7.84K
+ 15.63%
$0.48 - $1.04 $3.76K - $8.15K
58K $49K
PLUG
Plug Power Inc

Industrials
11.7K
New
$0.7 - $1.49 $8.17K - $17.4K
11.7K $17K
USCI
United States Commodity Index Funds Trust

ETFs
150
+ 3.86%
$65.22 - $76.24 $9.78K - $11.4K
4.03K $295K
PHK
Pimco High Income Fund

Financial Services
4.63K
+ 5.68%
$4.43 - $4.88 $20.5K - $22.6K
86.1K $413K
FITB
Fifth Third Bancorp

Financial Services
84
+ 1.6%
$33.32 - $41.51 $2.8K - $3.49K
5.33K $219K
SVOL
Simplify ETF Simplify Volatili

ETFs
500
+ 2.99%
$13.97 - $19.98 $6.99K - $9.99K
17.2K $316K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
549
+ 3.98%
$25.69 - $26.9 $14.1K - $14.8K
14.4K $380K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
708
+ 5.67%
$16.99 - $17.74 $12K - $12.6K
13.2K $232K
PRI
Primerica, Inc.

Financial Services
82
+ 6.97%
$244.39 - $290.62 $20K - $23.8K
1.26K $344K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
342
+ 6.24%
$45.9 - $48.26 $15.7K - $16.5K
5.82K $271K
PLG
Platinum Group Metals LTD

Basic Materials
2K
+ 9.3%
$1.01 - $1.73 $2.02K - $3.46K
23.5K $35K
VSMV
Victoryshares Us Multifactor M

ETFs
29
+ 0.34%
$43.7 - $49.3 $1.27K - $1.43K
8.63K $425K
PID
Invesco Exchange Traded Fd Tr

ETFs
450
+ 4.33%
N/A
10.8K $193K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
997
+ 8.57%
$19.2 - $22.42 $19.1K - $22.4K
12.6K $254K
CORP
Pimco Investment Grade Corp Bd

ETFs
32
+ 0.68%
$94.14 - $97.31 $3.01K - $3.11K
4.76K $463K
CMU
Mfs High Yield Municipal Trust

Financial Services
2.75K
+ 14.49%
$3.21 - $3.52 $8.82K - $9.68K
21.7K $72K
HBI
Hanesbrands Inc.

Consumer Cyclical
5.47K
+ 33.37%
$4.32 - $5.95 $23.6K - $32.6K
21.9K $100K
WTM
White Mountains Insurance Group LTD

Financial Services
18
+ 8.53%
$1699.35 - $1901.99 $30.6K - $34.2K
229 $411K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.02K
+ 4.86%
$9.85 - $11.67 $10.1K - $11.9K
22.1K $248K
HUM
Humana Inc

Healthcare
89
+ 10.28%
$224.93 - $295.04 $20K - $26.3K
955 $233K
IXJ
Ishares Global Healthcare ETF

ETFs
490
+ 6.56%
$82.3 - $90.02 $40.3K - $44.1K
7.96K $685K
HISF
First Tr Exc Traded Fd Iv High

ETFs
6
+ 0.1%
$43.4 - $44.71 $260 - $268
6.07K $271K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
838
+ 6.66%
$9.67 - $10.64 $8.1K - $8.92K
13.4K $134K
Innovator Etfs Trust
3.97K
+ 42.21%
N/A
13.4K $0
Innovator Etfs Trust
10K
New
N/A
10K $0
Thornburg ETF Tr
9.64K
New
N/A
9.64K $0
Blackrock ETF Trust
115K
New
N/A
115K $0
BYLD
Ishares Tr Yield Optimized Bd
9.83K
New
N/A
9.83K $0
Blackrock ETF Trust
206K
+ 459.98%
N/A
251K $0
Hartford Fds Exchange Traded
258
+ 1.93%
N/A
13.6K $0
BFB
Brown Forman Corp Cl B
450
+ 1.9%
N/A
24.1K $0
Tempus Ai Inc
3.52K
New
N/A
3.52K $0
Innovator Etfs Trust
452
+ 1.16%
N/A
39.5K $0
Innovator Etfs Trust
4.77K
New
N/A
4.77K $0
Tortoise Capital Series Trus
17.5K
New
N/A
17.5K $0
Innovator Etfs Trust
550
+ 3.6%
N/A
15.8K $0
MODL
Victory Portfolios Ii Victorys
7.97K
New
N/A
7.97K $0
Victory Portfolios Ii
6.85K
New
N/A
6.85K $0
Aim ETF Products Trust
20.4K
+ 51.61%
N/A
59.8K $0
Aim ETF Products Trust
12.6K
+ 99.09%
N/A
25.3K $0
Aim ETF Products Trust
9.13K
+ 49.08%
N/A
27.7K $0
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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