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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

WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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.