Atria Wealth Solutions’s abrdn Australia Equity Fund IAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,779	Closed	-$45.7K	–	1675
2025 Q1	$45.7K	Sell	3,779 -4,212	-53%	-$53.7K	﹤0.01%	1827
2024 Q4	$100K	Buy	+7,991	New	+$107K	﹤0.01%	1899
2024 Q3	–	Sell	-196,294	Closed	-$2.55M	–	1974
2024 Q2	$2.55M	Buy	196,294 +6,893	+4%	+$88.7K	0.03%	555
2024 Q1	$2.42M	Buy	189,401 +6,999	+4%	+$88K	0.03%	574
2023 Q4	$2.37M	Sell	182,402 -1,737	-0.9%	-$20.6K	0.03%	553
2023 Q3	$2.18M	Buy	184,139 +42,919	+30%	+$541K	0.03%	530
2023 Q2	$1.83M	Buy	141,220 +46,429	+49%	+$608K	0.02%	596
2023 Q1	$1.25M	Buy	94,791 +56,958	+151%	+$801K	0.02%	717
2022 Q4	$504K	Buy	+37,833	New	+$491K	0.01%	1076

Other funds holding IAF

Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFCFSI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Wealth Solutions sold out of abrdn Australia Equity Fund (IAF) in Q2 2025, closing a stake of 3,779 shares — an estimated $45.7K sold.

Atria Wealth Solutions first reported a position in IAF in Q4 2022 and held it in 9 quarters. The position peaked at $2.55M in Q2 2024. 29 funds tracked by Wall St. Rank hold IAF as of Q2 2025.

Atria Wealth Solutions reported no remaining abrdn Australia Equity Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,779 abrdn Australia Equity Fund shares in Q2 2025, an estimated $45.7K.
Atria Wealth Solutions first reported a position in abrdn Australia Equity Fund in Q4 2022 and held it in 9 quarters.
Atria Wealth Solutions's abrdn Australia Equity Fund position peaked at $2.55M in Q2 2024.
29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2025.

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