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Atria Wealth Solutions’s Freedom Day Dividend ETF MBOX Stock Holding History

Atria Wealth Solutions’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25,140
Closed -$627K – 1940
2023
Q1 		$627K Sell
25,140
-649
-3% -$16.4K 0.01% 1008
2022
Q4 		$653K Hold
25,789
– – 0.01% 954
2022
Q3 		$587K Buy
25,789
+1
+0% +$25 0.01% 937
2022
Q2 		$623K Buy
25,788
+1
+0% +$26 0.01% 873
2022
Q1 		$700K Buy
+25,787
New +$686K 0.01% 892

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $373M AUM 19.93% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Atria Wealth Solutions's MBOX Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Freedom Day Dividend ETF (MBOX) in Q2 2023, closing a stake of 25,140 shares — an estimated $627K sold.

Atria Wealth Solutions first reported a position in MBOX in Q1 2022 and held it in 5 quarters. The position peaked at $700K in Q1 2022. 5 funds tracked by Wall St. Rank hold MBOX as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Freedom Day Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 25,140 Freedom Day Dividend ETF shares in Q2 2023, an estimated $627K.
  • Atria Wealth Solutions first reported a position in Freedom Day Dividend ETF in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Freedom Day Dividend ETF position peaked at $700K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.