Diversify Wealth Management’s AtlasClear ATCH Stock Holding History

Diversify Wealth Management’s Portfolio ATCH Stock Details ATCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.8K	Hold	61,000	–	–	﹤0.01%	1271
2026 Q2	$11K	Hold	61,000	–	–	﹤0.01%	1250
2026 Q1	$17.8K	Hold	61,000	–	–	﹤0.01%	1141
2025 Q4	$16.3K	Hold	61,000	–	–	﹤0.01%	621
2025 Q3	$21.5K	Buy	+61,000	New	+$19.4K	﹤0.01%	540

Other funds holding ATCH

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Diversify Wealth Management's ATCH Position: Q3 2026 in Review

Diversify Wealth Management held its AtlasClear (ATCH) position steady in Q3 2026 at 61,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Diversify Wealth Management first reported a position in ATCH in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q3 2025. 3 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

Diversify Wealth Management held 61,000 shares of AtlasClear worth $10.8K as of Q3 2026.
Diversify Wealth Management left its AtlasClear share count unchanged in Q3 2026.
AtlasClear made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1271 holding.
Diversify Wealth Management first reported a position in AtlasClear in Q3 2025 and has held it in 5 quarters since.
Diversify Wealth Management's AtlasClear position peaked at $21.5K in Q3 2025.
3 funds tracked by Wall St. Rank held AtlasClear as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.