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Atria Wealth Solutions’s Inspire Corporate Bond ETF IBD Stock Holding History

Atria Wealth Solutions’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$302K Sell
12,544
-2,664
-18% -$63.2K 0.01% 1146
2025
Q1 		$362K Buy
15,208
+5,397
+55% +$128K ﹤0.01% 1372
2024
Q4 		$230K Buy
9,811
+227
+2% +$5.39K ﹤0.01% 1729
2024
Q3 		$232K Buy
9,584
+991
+12% +$23.6K ﹤0.01% 1680
2024
Q2 		$201K Sell
8,593
-36,743
-81% -$856K ﹤0.01% 1776
2024
Q1 		$1.07M Buy
45,336
+1,276
+3% +$30K 0.01% 881
2023
Q4 		$1.04M Sell
44,060
-661
-1% -$15.1K 0.01% 845
2023
Q3 		$1.02M Sell
44,721
-3,905
-8% -$89.7K 0.01% 805
2023
Q2 		$1.12M Sell
48,626
-437
-0.9% -$10.2K 0.02% 795
2023
Q1 		$1.15M Buy
49,063
+4,208
+9% +$97.7K 0.02% 737
2022
Q4 		$1.03M Buy
44,855
+7,614
+20% +$174K 0.02% 728
2022
Q3 		$844K Buy
37,241
+433
+1% +$10.2K 0.01% 779
2022
Q2 		$861K Buy
36,808
+624
+2% +$14.8K 0.02% 753
2022
Q1 		$882K Buy
+36,184
New +$904K 0.01% 786

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Inspire Corporate Bond ETF (IBD) stake by 18% in Q2 2025, selling an estimated $63.2K and leaving 12,544 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1146.

Atria Wealth Solutions first reported a position in IBD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2023. 94 funds tracked by Wall St. Rank hold IBD as of Q2 2025.

  • Atria Wealth Solutions held 12,544 shares of Inspire Corporate Bond ETF worth $302K as of Q2 2025.
  • Atria Wealth Solutions sold 2,664 Inspire Corporate Bond ETF shares in Q2 2025, an estimated $63.2K.
  • Inspire Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1146 holding.
  • Atria Wealth Solutions first reported a position in Inspire Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Inspire Corporate Bond ETF position peaked at $1.15M in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2025.

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