Atria Wealth Solutions
APRZ icon

Atria Wealth Solutions’s TrueShares Structured Outcome April ETF APRZ Stock Holding History

Atria Wealth Solutions’s Portfolio APRZ Stock Details APRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,414
Closed -$359K – 1638
2022
Q1 		$359K Buy
+13,414
New +$362K 0.01% 1235

Other funds holding APRZ

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Atria Wealth Solutions's APRZ Position: Q2 2022 in Review

Atria Wealth Solutions sold out of TrueShares Structured Outcome April ETF (APRZ) in Q2 2022, closing a stake of 13,414 shares — an estimated $359K sold.

Atria Wealth Solutions first reported a position in APRZ in Q1 2022 and held it in 1 quarter. The position peaked at $359K in Q1 2022. 10 funds tracked by Wall St. Rank hold APRZ as of Q2 2022.

  • Atria Wealth Solutions reported no remaining TrueShares Structured Outcome April ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,414 TrueShares Structured Outcome April ETF shares in Q2 2022, an estimated $359K.
  • Atria Wealth Solutions first reported a position in TrueShares Structured Outcome April ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's TrueShares Structured Outcome April ETF position peaked at $359K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held TrueShares Structured Outcome April ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.