Atria Wealth Solutions, Inc. Sells in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
-2.73K
- 38.62%
$68.14 - $82.13 $186K - $224K
4.34K $353K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-8.46K
- 28.88%
$20.16 - $20.49 $171K - $173K
20.8K $426K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-332
- 18.76%
$419.99 - $501.97 $139K - $167K
1.44K $695K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-5.85K
- 15.91%
$38.7 - $44.05 $226K - $257K
30.9K $1.36M
LYG
Lloyds Banking Group PLC

Financial Services
-45.2K
- 63.8%
$3.32 - $4.29 $150K - $194K
25.6K $108K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.01K
- 36.2%
$201.28 - $266.34 $203K - $269K
1.78K $474K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-17.9K
- 55.74%
$8.65 - $10.52 $155K - $188K
14.2K $149K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-7.12K
- 11.66%
$41.3 - $47.0 $294K - $335K
53.9K $2.53M
EMLP
First Tr Exchange Traded Iv

ETFs
-4.16K
- 10.4%
$33.62 - $37.89 $140K - $158K
35.9K $1.34M
PAA
Plains All American Pipeline LP

Energy
-5.5K
- 16.64%
$16.03 - $20.28 $88.1K - $111K
27.6K $504K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-37.8K
- 10.08%
$58.41 - $72.69 $2.21M - $2.75M
337K $24.5M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-15.1K
- 34.18%
$9.25 - $10.26 $139K - $154K
29K $297K
LIT
Global X Fds Global X Lithium

ETFs
-3.39K
- 19.91%
$31.82 - $39.24 $108K - $133K
13.6K $523K
TRV
Travelers Companies, Inc.

Financial Services
-672
- 4.54%
$233.83 - $276.34 $157K - $186K
14.1K $3.78M
EGO
Eldorado Gold Corp

Basic Materials
-10K
- 50.0%
$15.63 - $21.51 $156K - $215K
10K $203K
CMF
Ishares California Muni Bond E

ETFs
-2.33K
- 37.06%
$54.52 - $56.7 $127K - $132K
3.95K $220K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.64K
- 7.97%
$35.35 - $42.68 $235K - $283K
76.6K $3.26M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-1.43K
- 11.32%
$90.19 - $91.19 $129K - $130K
11.2K $1.01M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-3.57K
- 24.8%
$36.2 - $38.97 $129K - $139K
10.8K $422K
IDU
Ishares Tr U S Utils ETF

ETFs
-1.43K
- 20.74%
$93.98 - $106.11 $134K - $152K
5.47K $571K
EBAY
Ebay Inc

Consumer Cyclical
-3.31K
- 18.68%
$59.52 - $79.36 $197K - $263K
14.4K $1.07M
DTM
Dt Midstream, Inc.

Energy
-2K
- 28.18%
$87.23 - $109.91 $175K - $220K
5.1K $560K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.23K
- 2.96%
$99.83 - $100.19 $123K - $123K
40.3K $4.03M
HPE
Hewlett Packard Enterprise CO

Technology
-13.5K
- 43.71%
$12.51 - $20.45 $169K - $277K
17.4K $356K
TSN
Tyson Foods, Inc.

Consumer Defensive
-386
- 3.13%
$54.33 - $63.56 $21K - $24.5K
11.9K $667K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.93K
- 28.88%
$34.48 - $39.76 $135K - $156K
9.67K $384K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-977
- 25.81%
$114.16 - $129.6 $112K - $127K
2.81K $362K
MEDP
Medpace Holdings, Inc.

Healthcare
-454
- 13.21%
$277.23 - $315.28 $126K - $143K
2.98K $936K
GUT
Gabelli Utility Trust

Financial Services
-26.5K
- 28.03%
$4.95 - $5.81 $131K - $154K
67.9K $393K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-37.7K
- 75.98%
$2.62 - $2.96 $98.6K - $111K
11.9K $35K
GPS
Gap Inc

Consumer Cyclical
-5.32K
- 30.94%
N/A
11.9K $239K
VALE
Vale S.A.

Basic Materials
-10.3K
- 41.97%
$8.26 - $10.1 $85.3K - $104K
14.3K $138K
USA
Liberty All Star Equity Fund

Financial Services
-18.8K
- 22.89%
$5.9 - $6.81 $111K - $128K
63.4K $432K
TT
Trane Technologies PLC

Industrials
-3.24K
- 24.79%
$315.21 - $437.41 $1.02M - $1.42M
9.83K $4.3M
EQIX
Equinix Inc

Real Estate
-118
- 25.16%
$740.07 - $914.43 $87.3K - $108K
351 $279K
NIO
Nio Inc.

Consumer Cyclical
-24.7K
- 50.41%
$3.14 - $4.31 $77.4K - $106K
24.3K $83K
RAAX
Vaneck ETF Trust Inflation All

ETFs
-3.97K
- 12.0%
$27.19 - $31.82 $108K - $126K
29.1K $903K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-3.11K
- 40.69%
$58.8 - $89.17 $183K - $277K
4.53K $404K
PNW
Pinnacle West Capital Corp

Utilities
-911
- 25.17%
$88.3 - $95.43 $80.4K - $86.9K
2.71K $242K
VRSN
Verisign Inc

Technology
-1.18K
- 17.27%
$234.49 - $288.8 $276K - $340K
5.64K $1.63M
USTB
Victory Portfolios Ii Victorys

ETFs
-2.14K
- 3.55%
$50.21 - $50.82 $107K - $109K
58.2K $2.96M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.79K
- 14.07%
$50.39 - $60.05 $141K - $168K
17.1K $1.02M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-2.12K
- 16.11%
$94.74 - $118.43 $201K - $252K
11.1K $1.31M
CHRD
Oasis Petroleum Inc.

Energy
-429
- 14.61%
$82.03 - $113.54 $35.2K - $48.7K
2.51K $242K
PULS
Pgim ETF Tr

ETFs
-1.81K
- 1.43%
$49.39 - $49.76 $89.5K - $90.2K
125K $6.2M
BKH
Black Hills Corp

Utilities
-1.05K
- 17.97%
$55.66 - $61.75 $58.2K - $64.6K
4.78K $267K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.37K
- 4.99%
$28.21 - $28.85 $95K - $97.1K
64.2K $1.85M
VOD
Vodafone Group Public LTD CO

Communication Services
-11K
- 39.73%
$8.19 - $10.66 $89.7K - $117K
16.6K $177K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-3.68K
- 22.98%
$25.92 - $33.03 $95.4K - $122K
12.3K $407K
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email