Prospera Financial Services’s Atmus Filtration Technologies ATMU Stock Holding History

Prospera Financial Services’s Portfolio ATMU Stock Details ATMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Sell	4,691 -800	-15%	-$43.5K	﹤0.01%	1333
2026 Q1	$312K	Sell	5,491 -274	-5%	-$16.2K	0.01%	1191
2025 Q4	$299K	Sell	5,765 -613	-10%	-$29.7K	﹤0.01%	1155
2025 Q3	$288K	Sell	6,378 -166	-3%	-$6.96K	﹤0.01%	1153
2025 Q2	$238K	Hold	6,544	–	–	﹤0.01%	1192
2025 Q1	$240K	Sell	6,544 -25	-0.4%	-$987	0.01%	1064
2024 Q4	$257K	Buy	6,569 +25	+0.4%	+$1.01K	0.01%	989
2024 Q3	$246K	Buy	+6,544	New	+$214K	0.01%	1002

Other funds holding ATMU

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM