AWS
CIF

Atria Wealth Solutions’s MFS Intermediate High Income Fund CIF Stock Holding History

Atria Wealth Solutions’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,700
Closed -$25.1K – 1522
2025
Q1 		$25.1K Buy
+14,700
New +$25.4K ﹤0.01% 1841

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Atria Wealth Solutions sold out of MFS Intermediate High Income Fund (CIF) in Q2 2025, closing a stake of 14,700 shares — an estimated $25.1K sold.

Atria Wealth Solutions first reported a position in CIF in Q1 2025 and held it in 1 quarter. The position peaked at $25.1K in Q1 2025. 21 funds tracked by Wall St. Rank hold CIF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining MFS Intermediate High Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,700 MFS Intermediate High Income Fund shares in Q2 2025, an estimated $25.1K.
  • Atria Wealth Solutions first reported a position in MFS Intermediate High Income Fund in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's MFS Intermediate High Income Fund position peaked at $25.1K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2025.

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