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
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
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
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
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
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
479
+ 8.35%
$62.75 - $79.31 $30.1K - $38K
6.22K $492K
UMC
United Microelectronics Corp

Technology
11K
+ 87.65%
$6.12 - $8.32 $67.3K - $91.5K
23.6K $180K
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
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
HYZD
Wisdomtree Tr Interest Rate He

ETFs
2.89K
+ 25.13%
$21.04 - $22.42 $60.8K - $64.8K
14.4K $322K
EEMA
Ishares Msci Emerging Markets

ETFs
576
+ 20.92%
$64.59 - $83.0 $37.2K - $47.8K
3.33K $274K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.23K
+ 13.8%
$32.61 - $38.62 $40.2K - $47.6K
10.2K $387K
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
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
504
+ 11.84%
$51.36 - $62.5 $25.9K - $31.5K
4.76K $297K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
127
+ 6.95%
$134.25 - $172.52 $17K - $21.9K
1.96K $337K
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
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
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
VNQI
Vanguard Global Ex U.S. Real

ETFs
188
+ 3.67%
$37.77 - $46.15 $7.1K - $8.68K
5.31K $245K
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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