Atria Wealth Solutions
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Atria Wealth Solutions’s High Income Securities Fund PCF Stock Holding History

Atria Wealth Solutions’s Portfolio PCF Stock Details PCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,654
Closed -$70.8K – 1780
2025
Q1 		$70.8K Sell
10,654
-44
-0.4% -$294 ﹤0.01% 1812
2024
Q4 		$69.9K Buy
10,698
+59
+0.6% +$396 ﹤0.01% 1921
2024
Q3 		$72.7K Buy
+10,639
New +$70.7K ﹤0.01% 1871
2023
Q4 		– Sell
-10,274
Closed -$63.6K – 2003
2023
Q3 		$63.6K Sell
10,274
-514
-5% -$3.36K ﹤0.01% 1809
2023
Q2 		$69.9K Buy
10,788
+51
+0.5% +$322 ﹤0.01% 1803
2023
Q1 		$69.8K Buy
10,737
+47
+0.4% +$316 ﹤0.01% 1787
2022
Q4 		$69.5K Sell
10,690
-659
-6% -$4.39K ﹤0.01% 1719
2022
Q3 		$78.2K Buy
+11,349
New +$84.3K ﹤0.01% 1659

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Invesco
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Advisors Asset Management
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NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Atria Wealth Solutions's PCF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of High Income Securities Fund (PCF) in Q2 2025, closing a stake of 10,654 shares — an estimated $70.8K sold.

Atria Wealth Solutions first reported a position in PCF in Q3 2022 and held it in 8 quarters. The position peaked at $78.2K in Q3 2022. 47 funds tracked by Wall St. Rank hold PCF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining High Income Securities Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,654 High Income Securities Fund shares in Q2 2025, an estimated $70.8K.
  • Atria Wealth Solutions first reported a position in High Income Securities Fund in Q3 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's High Income Securities Fund position peaked at $78.2K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held High Income Securities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.