AWS
QVOY

Atria Wealth Solutions’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Atria Wealth Solutions’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28,378
Closed -$834K – 2043
2024
Q1 		$834K Buy
28,378
+5,568
+24% +$155K 0.01% 994
2023
Q4 		$627K Buy
+22,810
New +$623K 0.01% 1096

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Wealth Solutions's QVOY Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Q3 All-Season Active Rotation ETF (QVOY) in Q2 2024, closing a stake of 28,378 shares — an estimated $834K sold.

Atria Wealth Solutions first reported a position in QVOY in Q4 2023 and held it in 2 quarters. The position peaked at $834K in Q1 2024. 15 funds tracked by Wall St. Rank hold QVOY as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Q3 All-Season Active Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,378 Q3 All-Season Active Rotation ETF shares in Q2 2024, an estimated $834K.
  • Atria Wealth Solutions first reported a position in Q3 All-Season Active Rotation ETF in Q4 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Q3 All-Season Active Rotation ETF position peaked at $834K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.