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Atria Wealth Solutions’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Atria Wealth Solutions’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$984K Sell
9,315
-660
-7% -$69.7K 0.02% 638
2025
Q1 		$1.05M Hold
9,975
– – 0.01% 865
2024
Q4 		$1.05M Buy
9,975
+1,010
+11% +$107K 0.01% 905
2024
Q3 		$947K Sell
8,965
-3,079
-26% -$325K 0.01% 935
2024
Q2 		$1.27M Buy
12,044
+2,305
+24% +$243K 0.01% 794
2024
Q1 		$1.03M Buy
9,739
+375
+4% +$39.6K 0.01% 896
2023
Q4 		$989K Buy
9,364
+355
+4% +$37.5K 0.01% 867
2023
Q3 		$950K Sell
9,009
-2,798
-24% -$295K 0.01% 834
2023
Q2 		$1.25M Buy
11,807
+1,682
+17% +$177K 0.02% 754
2023
Q1 		$1.07M Buy
10,125
+692
+7% +$73K 0.02% 771
2022
Q4 		$994K Sell
9,433
-3,595
-28% -$379K 0.02% 751
2022
Q3 		$1.37M Buy
+13,028
New +$1.37M 0.02% 609

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Invesco Short Term Treasury ETF (TBLL) stake by 6.6% in Q2 2025, selling an estimated $69.7K and leaving 9,315 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #638.

Atria Wealth Solutions first reported a position in TBLL in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.37M in Q3 2022. 127 funds tracked by Wall St. Rank hold TBLL as of Q2 2025.

  • Atria Wealth Solutions held 9,315 shares of Invesco Short Term Treasury ETF worth $984K as of Q2 2025.
  • Atria Wealth Solutions sold 660 Invesco Short Term Treasury ETF shares in Q2 2025, an estimated $69.7K.
  • Invesco Short Term Treasury ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #638 holding.
  • Atria Wealth Solutions first reported a position in Invesco Short Term Treasury ETF in Q3 2022 and has held it in 12 quarters since.
  • Atria Wealth Solutions's Invesco Short Term Treasury ETF position peaked at $1.37M in Q3 2022.
  • 127 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2025.

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