Atria Wealth Solutions’s InfraCap REIT Preferred ETF PFFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,379	Closed	-$173K	–	1933
2022 Q4	$173K	Sell	10,379 -2,175	-17%	-$36.8K	﹤0.01%	1636
2022 Q3	$215K	Buy	+12,554	New	+$245K	﹤0.01%	1515
2022 Q2	–	Sell	-13,254	Closed	-$289K	–	1830
2022 Q1	$289K	Buy	+13,254	New	+$297K	﹤0.01%	1336

Other funds holding PFFR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atria Wealth Solutions's PFFR Position: Q1 2023 in Review

Atria Wealth Solutions sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2023, closing a stake of 10,379 shares — an estimated $173K sold.

Atria Wealth Solutions first reported a position in PFFR in Q1 2022 and held it in 3 quarters. The position peaked at $289K in Q1 2022. 19 funds tracked by Wall St. Rank hold PFFR as of Q1 2023.

Atria Wealth Solutions reported no remaining InfraCap REIT Preferred ETF position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,379 InfraCap REIT Preferred ETF shares in Q1 2023, an estimated $173K.
Atria Wealth Solutions first reported a position in InfraCap REIT Preferred ETF in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's InfraCap REIT Preferred ETF position peaked at $289K in Q1 2022.
19 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.