Atria Wealth Solutions’s Thornburg Multi Sector Bond ETF TMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Buy	+9,640	New	+$243K	0.01%	1263

Other funds holding TMB

EFMC

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Atria Wealth Solutions opened a new position in Thornburg Multi Sector Bond ETF (TMB) in Q2 2025: 9,640 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings.

16 funds tracked by Wall St. Rank hold TMB as of Q2 2025.

Atria Wealth Solutions held 9,640 shares of Thornburg Multi Sector Bond ETF worth $245K as of Q2 2025.
Thornburg Multi Sector Bond ETF was a new Atria Wealth Solutions position in Q2 2025.
Thornburg Multi Sector Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1263 holding.
16 funds tracked by Wall St. Rank held Thornburg Multi Sector Bond ETF as of Q2 2025.

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