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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
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 $2.74B AUM 20.71% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's RSEE Position: Q1 2026 in Review

Atria Investments increased its Rareview Systematic Equity ETF (RSEE) stake by 0.93% in Q1 2026, buying an estimated $6.19K and bringing the position to 19,148 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1322.

Atria Investments first reported a position in RSEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $650K in Q4 2025. 13 funds tracked by Wall St. Rank hold RSEE as of Q1 2026.

  • Atria Investments held 19,148 shares of Rareview Systematic Equity ETF worth $625K as of Q1 2026.
  • Atria Investments bought 177 Rareview Systematic Equity ETF shares in Q1 2026, an estimated $6.19K.
  • Rareview Systematic Equity ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1322 holding.
  • Atria Investments first reported a position in Rareview Systematic Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Rareview Systematic Equity ETF position peaked at $650K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q1 2026.

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