Atria Wealth Solutions’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Atria Wealth Solutions’s Portfolio HNDL Stock Details HNDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+9,285	New	+$193K	﹤0.01%	1392
2024 Q2	–	Sell	-9,962	Closed	-$211K	–	1989
2024 Q1	$211K	Sell	9,962 -68,205	-87%	-$1.42M	﹤0.01%	1792
2023 Q4	$1.62M	Sell	78,167 -1,512	-2%	-$29.5K	0.02%	674
2023 Q3	$1.52M	Buy	79,679 +98	+0.1%	+$1.96K	0.02%	649
2023 Q2	$1.62M	Buy	79,581 +1,143	+1%	+$23K	0.02%	648
2023 Q1	$1.59M	Sell	78,438 -5,077	-6%	-$102K	0.02%	620
2022 Q4	$1.64M	Sell	83,515 -115,181	-58%	-$2.28M	0.03%	584
2022 Q3	$3.82M	Sell	198,696 -98,739	-33%	-$2.1M	0.07%	294
2022 Q2	$6.13M	Sell	297,435 -17,768	-6%	-$392K	0.12%	196
2022 Q1	$7.6M	Buy	+315,203	New	+$7.66M	0.13%	172

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return