Soltis Investment Advisors
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Soltis Investment Advisors’s AtlasClear ATCH Stock Holding History

Soltis Investment Advisors’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 		$2.07K Sell
10,305
-1,299
-11% -$243 ﹤0.01% 768
2026
Q2 		$2.28K Hold
11,604
– – ﹤0.01% 647
2026
Q1 		$2.31K Hold
11,604
– – ﹤0.01% 578
2025
Q4 		$2.91K Hold
11,604
– – ﹤0.01% 526
2025
Q3 		$5.92K Buy
+11,604
New +$3.7K ﹤0.01% 475

Other funds holding ATCH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Fairway Wealth
Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Soltis Investment Advisors's ATCH Position: Q3 2026 in Review

Soltis Investment Advisors reduced its AtlasClear (ATCH) stake by 11% in Q3 2026, selling an estimated $243 and leaving 10,305 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Soltis Investment Advisors first reported a position in ATCH in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.92K in Q3 2025. 16 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

  • Soltis Investment Advisors held 10,305 shares of AtlasClear worth $2.07K as of Q3 2026.
  • Soltis Investment Advisors sold 1,299 AtlasClear shares in Q3 2026, an estimated $243.
  • AtlasClear made up ﹤0.01% of Soltis Investment Advisors's portfolio in Q3 2026, its #768 holding.
  • Soltis Investment Advisors first reported a position in AtlasClear in Q3 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's AtlasClear position peaked at $5.92K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held AtlasClear as of Q3 2026.

Based on Soltis Investment Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.