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Atria Investments’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

Atria Investments’s Portfolio THY Stock Details THY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-46,185
Closed -$1.03M – 887
2023
Q1 		$1.03M Sell
46,185
-27,266
-37% -$615K 0.02% 795
2022
Q4 		$1.65M Sell
73,451
-1,545
-2% -$35.4K 0.03% 579
2022
Q3 		$1.71M Buy
+74,996
New +$1.74M 0.04% 537

Other funds holding THY

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Atria Investments's THY Position: Q2 2023 in Review

Atria Investments sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q2 2023, closing a stake of 46,185 shares — an estimated $1.03M sold.

Atria Investments first reported a position in THY in Q3 2022 and held it in 3 quarters. The position peaked at $1.71M in Q3 2022. 11 funds tracked by Wall St. Rank hold THY as of Q2 2023.

  • Atria Investments reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Investments sold 46,185 Toews Agility Shares Dynamic Tactical Income ETF shares in Q2 2023, an estimated $1.03M.
  • Atria Investments first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q3 2022 and held it in 3 quarters.
  • Atria Investments's Toews Agility Shares Dynamic Tactical Income ETF position peaked at $1.71M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.