Atria Investments’s Rareview Systematic Equity ETF RSEE Stock Holding History

Atria Investments’s Portfolio RSEE Stock Details RSEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$767K	Buy	19,403 +255	+1%	+$9.6K	0.01%	1264
2026 Q1	$625K	Buy	19,148 +177	+0.9%	+$6.19K	0.01%	1322
2025 Q4	$650K	Buy	18,971 +15	+0.1%	+$506	0.01%	1297
2025 Q3	$627K	Buy	18,956 +2,767	+17%	+$87.2K	0.01%	1304
2025 Q2	$490K	Buy	+16,189	New	+$450K	0.01%	1428

Other funds holding RSEE

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's RSEE Position: Q2 2026 in Review

Atria Investments increased its Rareview Systematic Equity ETF (RSEE) stake by 1.3% in Q2 2026, buying an estimated $9.6K and bringing the position to 19,403 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #1264.

Atria Investments first reported a position in RSEE in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold RSEE as of Q2 2026.

Atria Investments held 19,403 shares of Rareview Systematic Equity ETF worth $767K as of Q2 2026.
Atria Investments bought 255 Rareview Systematic Equity ETF shares in Q2 2026, an estimated $9.6K.
Rareview Systematic Equity ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1264 holding.
Atria Investments first reported a position in Rareview Systematic Equity ETF in Q2 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q2 2026.

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