Atria Investments, Inc GJUN FIRST TR EXCHNG TRADED FD VI

Ownership history in Atria Investments, Inc  ·  13 quarters on record

AI Ownership Summary

Atria Investments, Inc reported FIRST TR EXCHNG TRADED FD VI (GJUN) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows GJUN at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GJUN was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Investments, Inc held GJUN — position size vs. price
% of Fund (quarterly)    GJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 424,651 +161,365 +61.3% 0.18% $17.5M 2026-07-28 $41.15
2026 Q1 ADDED 263,286 +36,174 +15.9% 0.12% $10.4M 2026-05-05 $40.77
2025 Q4 REDUCED 10.7% -0.5% 227,112 -27,155 -10.7% 0.10% $9.0M 2026-02-05 $39.61
2025 Q3 REDUCED 21.2% +2.0% 254,267 -68,494 -21.2% 0.11% $9.9M 2025-11-06 $38.98
2025 Q2 REDUCED 322,761 -7,908 -2.4% 0.14% $12.1M 2025-08-04 $37.97
2025 Q1 REDUCED 330,669 -5,382 -1.6% 0.15% $11.6M 2025-05-06 $35.14
2024 Q4 REDUCED 336,051 -8,408 -2.4% 0.15% $12.1M 2025-02-06 $36.73
2024 Q3 REDUCED 344,459 -6,105 -1.7% 0.15% $12.2M 2024-11-01 $35.32
2024 Q2 REDUCED 350,564 -5,725 -1.6% 0.15% $12.0M 2024-08-13 $34.21
2024 Q1 ADDED 356,289 +23,159 +7.0% 0.16% $11.9M 2024-05-21 $33.83
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atria Investments, Inc and GJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning GJUN?

Atria Investments, Inc reported GJUN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GJUN position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for GJUN was 0.18% in 2026 Q2.

What is the latest reported GJUN position on this page?

The most recent filing on this page is 2026 Q2, when Atria Investments, Inc reported 424,651 shares, equal to 0.18% of portfolio, with an estimated market value of $17.5M.

What does the chart on this GJUN ownership page compare?

The chart compares Atria Investments, Inc's quarterly GJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their GJUN position?

Based on 13F filing dates vs. subsequent GJUN price moves, Atria Investments, Inc correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on GJUN relative to SPY over the holding period was +300.2%.

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