AWS
GCV

Atria Wealth Solutions’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Atria Wealth Solutions’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$60.3K Sell
15,756
-12,929
-45% -$46.9K ﹤0.01% 1446
2025
Q1 		$107K Buy
28,685
+166
+0.6% +$639 ﹤0.01% 1789
2024
Q4 		$109K Sell
28,519
-18,700
-40% -$71.8K ﹤0.01% 1895
2024
Q3 		$173K Buy
47,219
+6,555
+16% +$24.8K ﹤0.01% 1813
2024
Q2 		$149K Buy
40,664
+742
+2% +$2.67K ﹤0.01% 1820
2024
Q1 		$148K Sell
39,922
-1,656
-4% -$6.03K ﹤0.01% 1855
2023
Q4 		$150K Buy
41,578
+6,445
+18% +$22.7K ﹤0.01% 1823
2023
Q3 		$132K Buy
35,133
+4,849
+16% +$19.8K ﹤0.01% 1755
2023
Q2 		$130K Buy
30,284
+2,341
+8% +$10.3K ﹤0.01% 1758
2023
Q1 		$124K Buy
27,943
+331
+1% +$1.61K ﹤0.01% 1739
2022
Q4 		$133K Sell
27,612
-1,518
-5% -$7.84K ﹤0.01% 1674
2022
Q3 		$145K Buy
29,130
+267
+0.9% +$1.44K ﹤0.01% 1598
2022
Q2 		$156K Sell
28,863
-6,252
-18% -$36.8K ﹤0.01% 1487
2022
Q1 		$215K Buy
+35,115
New +$217K ﹤0.01% 1547

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Gabelli Convertible and Income Securities Fund (GCV) stake by 45% in Q2 2025, selling an estimated $46.9K and leaving 15,756 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Atria Wealth Solutions first reported a position in GCV in Q1 2022 and has held it in 14 quarters since. The position peaked at $215K in Q1 2022. 37 funds tracked by Wall St. Rank hold GCV as of Q2 2025.

  • Atria Wealth Solutions held 15,756 shares of Gabelli Convertible and Income Securities Fund worth $60.3K as of Q2 2025.
  • Atria Wealth Solutions sold 12,929 Gabelli Convertible and Income Securities Fund shares in Q2 2025, an estimated $46.9K.
  • Gabelli Convertible and Income Securities Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1446 holding.
  • Atria Wealth Solutions first reported a position in Gabelli Convertible and Income Securities Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Gabelli Convertible and Income Securities Fund position peaked at $215K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2025.

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