AWS
SEPQ

Atria Wealth Solutions’s STF Tactical Growth & Income ETF SEPQ Stock Holding History

Atria Wealth Solutions’s Portfolio SEPQ Stock Details SEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,108
Closed -$369K – 1898
2025
Q1 		$369K Buy
17,108
+3,302
+24% +$78K ﹤0.01% 1362
2024
Q4 		$331K Buy
+13,806
New +$330K ﹤0.01% 1487

Other funds holding SEPQ

QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Atria Wealth Solutions sold out of STF Tactical Growth & Income ETF (SEPQ) in Q2 2025, closing a stake of 17,108 shares — an estimated $369K sold.

Atria Wealth Solutions first reported a position in SEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $369K in Q1 2025. 13 funds tracked by Wall St. Rank hold SEPQ as of Q2 2025.

  • Atria Wealth Solutions reported no remaining STF Tactical Growth & Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,108 STF Tactical Growth & Income ETF shares in Q2 2025, an estimated $369K.
  • Atria Wealth Solutions first reported a position in STF Tactical Growth & Income ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's STF Tactical Growth & Income ETF position peaked at $369K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held STF Tactical Growth & Income ETF as of Q2 2025.

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