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

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 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.