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 $337M AUM 16.69% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Royal Bank of Canada

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