Atria Wealth Solutions’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-134,323	Closed	-$5.14M	–	1943
2023 Q1	$5.14M	Buy	134,323 +8,638	+7%	+$334K	0.08%	258
2022 Q4	$4.82M	Buy	125,685 +8,388	+7%	+$318K	0.08%	259
2022 Q3	$4.02M	Buy	117,297 +45,598	+64%	+$1.7M	0.07%	278
2022 Q2	$2.6M	Buy	71,699 +60,874	+562%	+$2.38M	0.05%	371
2022 Q1	$447K	Buy	+10,825	New	+$437K	0.01%	1130

Other funds holding MFUS

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atria Wealth Solutions sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q2 2023, closing a stake of 134,323 shares — an estimated $5.14M sold.

Atria Wealth Solutions first reported a position in MFUS in Q1 2022 and held it in 5 quarters. The position peaked at $5.14M in Q1 2023. 18 funds tracked by Wall St. Rank hold MFUS as of Q2 2023.

Atria Wealth Solutions reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 134,323 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2023, an estimated $5.14M.
Atria Wealth Solutions first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $5.14M in Q1 2023.
18 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2023.

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