Atria Wealth Solutions’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,575	Closed	-$218K	–	1992
2024 Q1	$218K	Sell	10,575 -1,500	-12%	-$31K	﹤0.01%	1773
2023 Q4	$254K	Sell	12,075 -3,825	-24%	-$76.4K	﹤0.01%	1618
2023 Q3	$313K	Sell	15,900 -3,000	-16%	-$60.5K	﹤0.01%	1395
2023 Q2	$389K	Hold	18,900	–	–	0.01%	1288
2023 Q1	$397K	Buy	+18,900	New	+$396K	0.01%	1271

Other funds holding IG

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's IG Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2024, closing a stake of 10,575 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in IG in Q1 2023 and held it in 5 quarters. The position peaked at $397K in Q1 2023. 23 funds tracked by Wall St. Rank hold IG as of Q2 2024.

Atria Wealth Solutions reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,575 Principal Investment Grade Corporate Active ETF shares in Q2 2024, an estimated $218K.
Atria Wealth Solutions first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2023 and held it in 5 quarters.
Atria Wealth Solutions's Principal Investment Grade Corporate Active ETF position peaked at $397K in Q1 2023.
23 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.