QPFF β€” AMERICAN CENTY ETF TR

Ownership history in Atria Wealth Solutions, Inc.  Β·  3 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported AMERICAN CENTY ETF TR (QPFF) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q1. The latest visible filing shows QPFF at 0.00% 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.

What this QPFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in AMERICAN CENTY ETF TR, 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
2025 Q1

QPFF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q1

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 Wealth Solutions, Inc. held QPFF β€” position size vs. price
% of Fund (quarterly)    QPFF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 8,624 -918 -9.6% 0.00% $305K 2025-05-09 $33.86
2024 Q4 ADDED 9,542 +272 +2.9% 0.00% $343K 2025-01-31 $34.85
2024 Q3 INITIATED 9,270 β€” β€” 0.00% $353K 2024-11-08 $35.84

🏒 Other funds also holding QPFF

As of 2025 Q3 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Atria Wealth Solutions, Inc. and QPFF

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

How long has Atria Wealth Solutions, Inc. reported owning QPFF?

Atria Wealth Solutions, Inc. reported QPFF across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q1.

What was the largest reported QPFF position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for QPFF was 0.00% in 2024 Q3.

What is the latest reported QPFF position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 8,624 shares, equal to 0.00% of portfolio, with an estimated market value of $305K.

What does the chart on this QPFF ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly QPFF 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.

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