AI
ESN

Atria Investments’s Essential 40 Stock ETF ESN Stock Holding History

Atria Investments’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7M Buy
608,606
+123,537
+25% +$2.21M 0.12% 178
2025
Q4 		$8.32M Buy
485,069
+70,031
+17% +$1.2M 0.09% 234
2025
Q3 		$7.08M Buy
415,038
+117,225
+39% +$1.93M 0.08% 274
2025
Q2 		$4.78M Buy
297,813
+128,039
+75% +$1.95M 0.06% 395
2025
Q1 		$2.6M Buy
169,774
+155,208
+1,066% +$2.39M 0.03% 602
2024
Q4 		$216K Buy
+14,566
New +$224K ﹤0.01% 1749

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

Atria Investments's ESN Position: Q1 2026 in Review

Atria Investments increased its Essential 40 Stock ETF (ESN) stake by 25% in Q1 2026, buying an estimated $2.21M and bringing the position to 608,606 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #178.

Atria Investments first reported a position in ESN in Q4 2024 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Atria Investments held 608,606 shares of Essential 40 Stock ETF worth $10.7M as of Q1 2026.
  • Atria Investments bought 123,537 Essential 40 Stock ETF shares in Q1 2026, an estimated $2.21M.
  • Essential 40 Stock ETF made up 0.12% of Atria Investments's portfolio in Q1 2026, its #178 holding.
  • Atria Investments first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.