AWS
AGIG

Atria Wealth Solutions’s Abundia Global Impact Group AGIG Stock Holding History

Atria Wealth Solutions’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,176
Closed -$186K – 1666
2025
Q1 		$186K Sell
24,176
-205
-0.8% -$2.69K ﹤0.01% 1737
2024
Q4 		$315K Buy
24,381
+18,922
+347% +$258K ﹤0.01% 1521
2024
Q3 		$60.1K Sell
5,459
-480
-8% -$5.62K ﹤0.01% 1880
2024
Q2 		$76.6K Sell
5,939
-1,811
-23% -$26.7K ﹤0.01% 1867
2024
Q1 		$103K Sell
7,750
-262
-3% -$3.85K ﹤0.01% 1888
2023
Q4 		$143K Sell
8,012
-332
-4% -$6.26K ﹤0.01% 1828
2023
Q3 		$163K Sell
8,344
-20
-0.2% -$423 ﹤0.01% 1739
2023
Q2 		$178K Hold
8,364
– – ﹤0.01% 1727
2023
Q1 		$217K Hold
8,364
– – ﹤0.01% 1627
2022
Q4 		$288K Sell
8,364
-1,568
-16% -$60.6K ﹤0.01% 1385
2022
Q3 		$344K Sell
9,932
-10
-0.1% -$405 0.01% 1220
2022
Q2 		$456K Buy
9,942
+3
+0% +$130 0.01% 1018
2022
Q1 		$441K Buy
+9,939
New +$291K 0.01% 1134

Other funds holding AGIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Wealth Solutions's AGIG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Abundia Global Impact Group (AGIG) in Q2 2025, closing a stake of 24,176 shares — an estimated $186K sold.

Atria Wealth Solutions first reported a position in AGIG in Q1 2022 and held it in 13 quarters. The position peaked at $456K in Q2 2022. 18 funds tracked by Wall St. Rank hold AGIG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Abundia Global Impact Group position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 24,176 Abundia Global Impact Group shares in Q2 2025, an estimated $186K.
  • Atria Wealth Solutions first reported a position in Abundia Global Impact Group in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Abundia Global Impact Group position peaked at $456K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.