AWS
ACTV

Atria Wealth Solutions’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Atria Wealth Solutions’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42,561
Closed -$1.39M – 1856
2024
Q4 		$1.39M Sell
42,561
-2,277
-5% -$76.1K 0.02% 793
2024
Q3 		$1.51M Sell
44,838
-314
-0.7% -$10.3K 0.02% 747
2024
Q2 		$1.45M Buy
45,152
+99
+0.2% +$3.28K 0.02% 745
2024
Q1 		$1.58M Buy
45,053
+379
+0.8% +$12.6K 0.02% 710
2023
Q4 		$1.49M Sell
44,674
-1,766
-4% -$53.1K 0.02% 705
2023
Q3 		$1.42M Sell
46,440
-4,132
-8% -$132K 0.02% 682
2023
Q2 		$1.6M Buy
50,572
+490
+1% +$14.6K 0.02% 653
2023
Q1 		$1.5M Buy
50,082
+1,745
+4% +$54.1K 0.02% 645
2022
Q4 		$1.42M Buy
48,337
+8,694
+22% +$253K 0.02% 623
2022
Q3 		$1.05M Buy
39,643
+10,231
+35% +$312K 0.02% 696
2022
Q2 		$894K Buy
29,412
+14,860
+102% +$487K 0.02% 742
2022
Q1 		$524K Buy
+14,552
New +$513K 0.01% 1047

Other funds holding ACTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Atria Wealth Solutions's ACTV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2025, closing a stake of 42,561 shares — an estimated $1.39M sold.

Atria Wealth Solutions first reported a position in ACTV in Q1 2022 and held it in 12 quarters. The position peaked at $1.6M in Q2 2023. 19 funds tracked by Wall St. Rank hold ACTV as of Q1 2025.

  • Atria Wealth Solutions reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 42,561 LeaderShares Activist Leaders ETF shares in Q1 2025, an estimated $1.39M.
  • Atria Wealth Solutions first reported a position in LeaderShares Activist Leaders ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's LeaderShares Activist Leaders ETF position peaked at $1.6M in Q2 2023.
  • 19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.