Atria Wealth Solutions’s Matthews Asia Innovators Active ETF MINV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,494	Closed	-$234K	–	1990
2023 Q3	$234K	Buy	10,494 +1,590	+18%	+$37.4K	﹤0.01%	1581
2023 Q2	$211K	Buy	8,904 +419	+5%	+$9.96K	﹤0.01%	1660
2023 Q1	$210K	Buy	+8,485	New	+$217K	﹤0.01%	1648
2022 Q4	–	Sell	-20,690	Closed	-$462K	–	1854
2022 Q3	$462K	Buy	+20,690	New	+$512K	0.01%	1066

Other funds holding MINV

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Atria Wealth Solutions's MINV Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Matthews Asia Innovators Active ETF (MINV) in Q4 2023, closing a stake of 10,494 shares — an estimated $234K sold.

Atria Wealth Solutions first reported a position in MINV in Q3 2022 and held it in 4 quarters. The position peaked at $462K in Q3 2022. 15 funds tracked by Wall St. Rank hold MINV as of Q4 2023.

Atria Wealth Solutions reported no remaining Matthews Asia Innovators Active ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,494 Matthews Asia Innovators Active ETF shares in Q4 2023, an estimated $234K.
Atria Wealth Solutions first reported a position in Matthews Asia Innovators Active ETF in Q3 2022 and held it in 4 quarters.
Atria Wealth Solutions's Matthews Asia Innovators Active ETF position peaked at $462K in Q3 2022.
15 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.