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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's HYTR Position: Q1 2026 in Review

Atria Investments opened a new position in CP High Yield Trend ETF (HYTR) in Q1 2026: 11,395 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1880 among its holdings. This is a return to the name: Atria Investments previously reported a position in HYTR as recently as Q4 2024.

Atria Investments first reported a position in HYTR in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.3M in Q3 2024. 22 funds tracked by Wall St. Rank hold HYTR as of Q1 2026.

Atria Investments held 11,395 shares of CP High Yield Trend ETF worth $243K as of Q1 2026.
CP High Yield Trend ETF was a new Atria Investments position in Q1 2026.
CP High Yield Trend ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1880 holding.
Atria Investments first reported a position in CP High Yield Trend ETF in Q2 2024 and has held it in 4 quarters since.
Atria Investments's CP High Yield Trend ETF position peaked at $1.3M in Q3 2024.
22 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q1 2026.

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