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Atria Wealth Solutions’s Fidus Investment FDUS Stock Holding History

Atria Wealth Solutions’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
+10,089
New +$197K ﹤0.01% 1384
2024
Q1 		– Sell
-15,953
Closed -$314K – 1993
2023
Q4 		$314K Sell
15,953
-900
-5% -$17.2K ﹤0.01% 1470
2023
Q3 		$324K Buy
16,853
+1,379
+9% +$27.2K ﹤0.01% 1367
2023
Q2 		$303K Buy
+15,474
New +$294K ﹤0.01% 1431

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Atria Wealth Solutions opened a new position in Fidus Investment (FDUS) in Q2 2025: 10,089 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in FDUS as recently as Q4 2023.

Atria Wealth Solutions first reported a position in FDUS in Q2 2023 and has held it in 4 quarters since. The position peaked at $324K in Q3 2023. 121 funds tracked by Wall St. Rank hold FDUS as of Q2 2025.

  • Atria Wealth Solutions held 10,089 shares of Fidus Investment worth $204K as of Q2 2025.
  • Fidus Investment was a new Atria Wealth Solutions position in Q2 2025.
  • Fidus Investment made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1384 holding.
  • Atria Wealth Solutions first reported a position in Fidus Investment in Q2 2023 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Fidus Investment position peaked at $324K in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2025.

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