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Atria Investments’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Atria Investments’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
14,193
-3,153
-18% -$211K 0.01% 1098
2026
Q1 		$948K Buy
17,346
+2,312
+15% +$132K 0.01% 1083
2025
Q4 		$771K Buy
15,034
+10,329
+220% +$494K 0.01% 1212
2025
Q3 		$208K Buy
+4,705
New +$197K ﹤0.01% 1929

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's FRDM Position: Q2 2026 in Review

Atria Investments reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 18% in Q2 2026, selling an estimated $211K and leaving 14,193 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1098.

Atria Investments first reported a position in FRDM in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Atria Investments held 14,193 shares of Freedom 100 Emerging Markets ETF worth $1.03M as of Q2 2026.
  • Atria Investments sold 3,153 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $211K.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1098 holding.
  • Atria Investments first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.