Atria Wealth Solutions’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,369	Closed	-$409K	–	1886
2025 Q1	$409K	Sell	8,369 -710	-8%	-$37.8K	﹤0.01%	1297
2024 Q4	$483K	Buy	9,079 +245	+3%	+$13.1K	0.01%	1298
2024 Q3	$453K	Sell	8,834 -375	-4%	-$18.6K	﹤0.01%	1289
2024 Q2	$464K	Sell	9,209 -310	-3%	-$14.8K	0.01%	1278
2024 Q1	$456K	Buy	9,519 +442	+5%	+$20.4K	0.01%	1310
2023 Q4	$390K	Buy	9,077 +1,316	+17%	+$51.2K	﹤0.01%	1338
2023 Q3	$284K	Buy	7,761 +652	+9%	+$24.7K	﹤0.01%	1450
2023 Q2	$269K	Buy	+7,109	New	+$245K	﹤0.01%	1511

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Atria Wealth Solutions sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2025, closing a stake of 8,369 shares — an estimated $409K sold.

Atria Wealth Solutions first reported a position in TECB in Q2 2023 and held it in 8 quarters. The position peaked at $483K in Q4 2024. 80 funds tracked by Wall St. Rank hold TECB as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,369 iShares US Tech Breakthrough Multisector ETF shares in Q2 2025, an estimated $409K.
Atria Wealth Solutions first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2023 and held it in 8 quarters.
Atria Wealth Solutions's iShares US Tech Breakthrough Multisector ETF position peaked at $483K in Q4 2024.
80 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2025.

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