IFP Advisors’s Aterian ATER Stock Holding History

IFP Advisors’s Portfolio ATER Stock Details ATER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11	Closed	-$6	–	5136
2026 Q1	$6	Hold	11	–	–	﹤0.01%	4984
2025 Q4	$8	Buy	+11	New	+$10	﹤0.01%	4847
2023 Q1	–	Sell	-62	Closed	-$16K	–	3416
2022 Q4	$16K	Buy	62 +51	+464%	+$639	﹤0.01%	3053
2022 Q3	$3K	Buy	+11	New	+$320	﹤0.01%	4190

Other funds holding ATER

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

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

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's ATER Position: Q2 2026 in Review

IFP Advisors sold out of Aterian (ATER) in Q2 2026, closing a stake of 11 shares — an estimated $6 sold.

IFP Advisors first reported a position in ATER in Q3 2022 and held it in 4 quarters. The position peaked at $16K in Q4 2022. 24 funds tracked by Wall St. Rank hold ATER as of Q2 2026.

IFP Advisors reported no remaining Aterian position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 11 Aterian shares in Q2 2026, an estimated $6.
IFP Advisors first reported a position in Aterian in Q3 2022 and held it in 4 quarters.
IFP Advisors's Aterian position peaked at $16K in Q4 2022.
24 funds tracked by Wall St. Rank held Aterian as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.