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Atria Wealth Solutions’s AltShares Merger Arbitrage ETF ARB Stock Holding History

Atria Wealth Solutions’s Portfolio ARB Stock Details ARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$254K Sell
8,925
-734
-8% -$20.7K 0.01% 1247
2025
Q1 		$273K Buy
9,659
+1,213
+14% +$34K ﹤0.01% 1528
2024
Q4 		$233K Buy
+8,446
New +$235K ﹤0.01% 1717

Other funds holding ARB

CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atria Wealth Solutions reduced its AltShares Merger Arbitrage ETF (ARB) stake by 7.6% in Q2 2025, selling an estimated $20.7K and leaving 8,925 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1247.

Atria Wealth Solutions first reported a position in ARB in Q4 2024 and has held it in 3 quarters since. The position peaked at $273K in Q1 2025. 35 funds tracked by Wall St. Rank hold ARB as of Q2 2025.

  • Atria Wealth Solutions held 8,925 shares of AltShares Merger Arbitrage ETF worth $254K as of Q2 2025.
  • Atria Wealth Solutions sold 734 AltShares Merger Arbitrage ETF shares in Q2 2025, an estimated $20.7K.
  • AltShares Merger Arbitrage ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1247 holding.
  • Atria Wealth Solutions first reported a position in AltShares Merger Arbitrage ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's AltShares Merger Arbitrage ETF position peaked at $273K in Q1 2025.
  • 35 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q2 2025.

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