Atria Investments’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Atria Investments’s Portfolio FXED Stock Details FXED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$527K	Sell	30,043 -1,214	-4%	-$21.3K	0.01%	1487
2026 Q1	$538K	Buy	31,257 +3,569	+13%	+$63.4K	0.01%	1411
2025 Q4	$496K	Buy	27,688 +311	+1%	+$5.66K	0.01%	1453
2025 Q3	$505K	Buy	27,377 +7,142	+35%	+$132K	0.01%	1411
2025 Q2	$366K	Buy	20,235 +1,483	+8%	+$26.3K	﹤0.01%	1593
2025 Q1	$340K	Sell	18,752 -14,599	-44%	-$268K	﹤0.01%	1556
2024 Q4	$605K	Buy	33,351 +223	+0.7%	+$4.2K	0.01%	1230
2024 Q3	$635K	Buy	33,128 +2,411	+8%	+$45.3K	0.01%	1211
2024 Q2	$564K	Buy	+30,717	New	+$563K	0.01%	1247

Other funds holding FXED

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Atria Investments's FXED Position: Q2 2026 in Review

Atria Investments reduced its Sound Enhanced Fixed Income ETF (FXED) stake by 3.9% in Q2 2026, selling an estimated $21.3K and leaving 30,043 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #1487.

Atria Investments first reported a position in FXED in Q2 2024 and has held it in 9 quarters since. The position peaked at $635K in Q3 2024. 6 funds tracked by Wall St. Rank hold FXED as of Q2 2026.

Atria Investments held 30,043 shares of Sound Enhanced Fixed Income ETF worth $527K as of Q2 2026.
Atria Investments sold 1,214 Sound Enhanced Fixed Income ETF shares in Q2 2026, an estimated $21.3K.
Sound Enhanced Fixed Income ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1487 holding.
Atria Investments first reported a position in Sound Enhanced Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Sound Enhanced Fixed Income ETF position peaked at $635K in Q3 2024.
6 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q2 2026.

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