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Atria Investments’s CP High Yield Trend ETF HYTR Stock Holding History

Atria Investments’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Buy
15,667
+4,272
+37% +$91.5K ﹤0.01% 1780
2026
Q1 		$243K Buy
+11,395
New +$247K ﹤0.01% 1880
2025
Q1 		– Sell
-41,390
Closed -$899K – 1953
2024
Q4 		$899K Sell
41,390
-17,076
-29% -$375K 0.01% 1030
2024
Q3 		$1.3M Buy
58,466
+21,401
+58% +$467K 0.02% 854
2024
Q2 		$791K Buy
+37,065
New +$791K 0.01% 1059

Other funds holding HYTR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Investments's HYTR Position: Q2 2026 in Review

Atria Investments increased its CP High Yield Trend ETF (HYTR) stake by 37% in Q2 2026, buying an estimated $91.5K and bringing the position to 15,667 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Atria Investments first reported a position in HYTR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2024. 18 funds tracked by Wall St. Rank hold HYTR as of Q2 2026.

  • Atria Investments held 15,667 shares of CP High Yield Trend ETF worth $335K as of Q2 2026.
  • Atria Investments bought 4,272 CP High Yield Trend ETF shares in Q2 2026, an estimated $91.5K.
  • CP High Yield Trend ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1780 holding.
  • Atria Investments first reported a position in CP High Yield Trend ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Investments's CP High Yield Trend ETF position peaked at $1.3M in Q3 2024.
  • 18 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q2 2026.

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