AWS
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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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return