AWS
TUG icon

Atria Wealth Solutions’s STF Tactical Growth ETF TUG Stock Holding History

Atria Wealth Solutions’s Portfolio TUG Stock Details TUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$261K Sell
7,216
-91,916
-93% -$3.01M 0.01% 1231
2025
Q1 		$3.07M Buy
99,132
+5,606
+6% +$187K 0.04% 494
2024
Q4 		$3.13M Buy
93,526
+87,377
+1,421% +$3.02M 0.03% 494
2024
Q3 		$206K Buy
+6,149
New +$204K ﹤0.01% 1775

Other funds holding TUG

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Atria Wealth Solutions reduced its STF Tactical Growth ETF (TUG) stake by 93% in Q2 2025, selling an estimated $3.01M and leaving 7,216 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #1231.

Atria Wealth Solutions first reported a position in TUG in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.13M in Q4 2024. 18 funds tracked by Wall St. Rank hold TUG as of Q2 2025.

  • Atria Wealth Solutions held 7,216 shares of STF Tactical Growth ETF worth $261K as of Q2 2025.
  • Atria Wealth Solutions sold 91,916 STF Tactical Growth ETF shares in Q2 2025, an estimated $3.01M.
  • STF Tactical Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1231 holding.
  • Atria Wealth Solutions first reported a position in STF Tactical Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's STF Tactical Growth ETF position peaked at $3.13M in Q4 2024.
  • 18 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q2 2025.

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