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Atria Wealth Solutions’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Atria Wealth Solutions’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-114,818
Closed -$1.66M – 1503
2025
Q1 		$1.66M Buy
114,818
+14,480
+14% +$212K 0.02% 699
2024
Q4 		$1.46M Buy
100,338
+5,825
+6% +$85.9K 0.02% 762
2024
Q3 		$1.44M Buy
94,513
+16,310
+21% +$242K 0.02% 774
2024
Q2 		$1.14M Buy
78,203
+8,011
+11% +$121K 0.01% 838
2024
Q1 		$1.11M Buy
70,192
+21,185
+43% +$326K 0.01% 865
2023
Q4 		$735K Buy
49,007
+21,027
+75% +$308K 0.01% 1011
2023
Q3 		$405K Sell
27,980
-14,769
-35% -$216K 0.01% 1238
2023
Q2 		$614K Buy
42,749
+9,961
+30% +$144K 0.01% 1058
2023
Q1 		$478K Buy
32,788
+13,006
+66% +$193K 0.01% 1167
2022
Q4 		$281K Buy
19,782
+2,948
+18% +$43.1K ﹤0.01% 1403
2022
Q3 		$240K Sell
16,834
-194
-1% -$3K ﹤0.01% 1447
2022
Q2 		$242K Buy
17,028
+455
+3% +$6.9K ﹤0.01% 1337
2022
Q1 		$273K Buy
+16,573
New +$274K ﹤0.01% 1369

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atria Wealth Solutions sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2025, closing a stake of 114,818 shares — an estimated $1.66M sold.

Atria Wealth Solutions first reported a position in BIT in Q1 2022 and held it in 13 quarters. The position peaked at $1.66M in Q1 2025. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2025.

  • Atria Wealth Solutions reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 114,818 BlackRock Multi-Sector Income Trust shares in Q2 2025, an estimated $1.66M.
  • Atria Wealth Solutions first reported a position in BlackRock Multi-Sector Income Trust in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's BlackRock Multi-Sector Income Trust position peaked at $1.66M in Q1 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2025.

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