Atria Wealth Solutions’s VanEck Retail ETF RTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,661	Closed	-$290K	–	1967
2023 Q2	$290K	Buy	1,661 +313	+23%	+$52.1K	﹤0.01%	1467
2023 Q1	$220K	Sell	1,348 -36	-3%	-$5.84K	﹤0.01%	1612
2022 Q4	$219K	Sell	1,384 -64	-4%	-$10.4K	﹤0.01%	1555
2022 Q3	$225K	Sell	1,448 -644	-31%	-$107K	﹤0.01%	1487
2022 Q2	$318K	Sell	2,092 -2,165	-51%	-$359K	0.01%	1187
2022 Q1	$769K	Buy	+4,257	New	+$769K	0.01%	835

Other funds holding RTH

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's RTH Position: Q3 2023 in Review

Atria Wealth Solutions sold out of VanEck Retail ETF (RTH) in Q3 2023, closing a stake of 1,661 shares — an estimated $290K sold.

Atria Wealth Solutions first reported a position in RTH in Q1 2022 and held it in 6 quarters. The position peaked at $769K in Q1 2022. 40 funds tracked by Wall St. Rank hold RTH as of Q3 2023.

Atria Wealth Solutions reported no remaining VanEck Retail ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 1,661 VanEck Retail ETF shares in Q3 2023, an estimated $290K.
Atria Wealth Solutions first reported a position in VanEck Retail ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's VanEck Retail ETF position peaked at $769K in Q1 2022.
40 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.