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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Buy
297,813
+128,039
+75% +$2.05M 0.06% 395
2025
Q1
$2.6M Buy
169,774
+155,208
+1,066% +$2.38M 0.03% 602
2024
Q4
$216K Buy
+14,566
New +$216K ﹤0.01% 1749