Atria Wealth Solutions, Inc. Incresed Positions in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNV
Franco Nevada Corp

Basic Materials
1.57K
+ 9.59%
$143.04 - $178.17 $224K - $279K
17.9K $2.93M
PAVE
Global X Fds Us Infrastructure

ETFs
1.18K
+ 2.35%
$33.78 - $43.68 $39.9K - $51.6K
51.5K $2.24M
PAPR
Innovator U.S. Equity Power Bu

ETFs
7.77K
+ 26.68%
$33.22 - $37.29 $258K - $290K
36.9K $1.38M
AMP
Ameriprise Financial Inc

Financial Services
332
+ 10.4%
$422.19 - $533.73 $140K - $177K
3.52K $1.88M
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.1K
+ 111.06%
$23.57 - $24.6 $309K - $322K
24.9K $603K
DASH
Door Dash, Inc.

Communication Services
552
+ 20.05%
$163.16 - $246.51 $90.1K - $136K
3.31K $814K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.83K
+ 18.01%
$22.63 - $26.95 $200K - $238K
57.9K $1.56M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 4.45%
$91.62 - $109.97 $104K - $124K
26.5K $2.92M
NTR
Nutrien Ltd.

Basic Materials
3.96K
+ 52.7%
$46.88 - $62.89 $186K - $249K
11.5K $667K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.71K
+ 115.98%
$42.51 - $43.7 $285K - $293K
12.5K $545K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
30.3K
+ 90.66%
$7.19 - $8.75 $218K - $265K
63.7K $557K
IFRA
Ishares Tr

ETFs
2.86K
+ 8.63%
$40.97 - $49.19 $117K - $141K
36K $1.77M
NU
Nu Holdings Ltd.

Financial Services
15.8K
+ 99.62%
$9.6 - $13.72 $152K - $217K
31.7K $434K
NYF
Ishares New York Muni Bond ETF

ETFs
5.41K
+ 26.82%
$51.29 - $53.06 $277K - $287K
25.6K $1.33M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
18.6K
+ 169.0%
$11.53 - $13.87 $214K - $258K
29.6K $410K
PSLV
Sprott Physical Silver Trust

Financial Services
15.4K
+ 12.94%
$9.98 - $12.51 $154K - $192K
134K $1.64M
PVAL
Putnam ETF Tr Putnam Focused L
1.66K
+ 1.84%
$33.6 - $40.23 $55.9K - $66.9K
92.2K $3.71M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.68K
+ 16.71%
$47.63 - $60.01 $128K - $161K
18.7K $1.11M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
403
+ 1.27%
$55.5 - $69.0 $22.4K - $27.8K
32K $2.21M
RACE
Ferrari N.V.

Consumer Cyclical
341
+ 33.37%
$397.86 - $499.02 $136K - $170K
1.36K $668K
AOA
Ishares Tr Core Aggressive All

ETFs
2.35K
+ 49.1%
$69.46 - $83.4 $164K - $196K
7.15K $596K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
8.75K
+ 91.89%
$19.51 - $23.9 $171K - $209K
18.3K $436K
FXI
Ishares Tr

ETFs
5.62K
+ 28.17%
$29.59 - $37.41 $166K - $210K
25.6K $939K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.74K
+ 50.24%
$96.02 - $124.33 $167K - $217K
5.22K $601K
PMAR
Innovator U.S. Equity Power Bu

ETFs
3.39K
+ 10.4%
$37.18 - $42.23 $126K - $143K
36K $1.52M
AIT
Applied Industrial Technologies Inc

Industrials
895
+ 94.61%
$206.03 - $243.28 $184K - $218K
1.84K $427K
UPST
Upstart Holdings, Inc.

Financial Services
964
+ 12.1%
$34.8 - $64.85 $33.5K - $62.5K
8.93K $577K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.2K
+ 10.46%
$15.52 - $17.13 $158K - $174K
107K $1.83M
PBI
Pitney Bowes Inc

Industrials
4.13K
+ 4.84%
$7.81 - $10.94 $32.3K - $45.2K
89.5K $976K
FXL
First Tr Exchange Traded Fd Fi

ETFs
750
+ 22.98%
$115.28 - $157.36 $86.5K - $118K
4.01K $631K
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
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
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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