Atria Investments 13F: New $7.9M Stake in PQUS

Atria Investments has opened a new position in the Pictet AI Enhanced US Equity ETF, acquiring 276,564 shares valued at approximately $7.89 million.

Reviewed by automated data checks against the source filing. How we make and check alerts

Atria Investments opened a new position of 276,564 shares in Pictet AI Enhanced US Equity ETF ($PQUS), according to a 13F filing with the SEC dated October 15, 2026. It reported 276,564 shares worth $7.89 million at the end of the quarter.

Since the filing, $PQUS is down 1.0% to date (from the $28.81 close on Oct 15, 2026).

Find the original: Atria Investments 13F filings on SEC EDGAR

PQUS Pictet AI Enhanced US Equity ETF
$28.51 +2.26% past 3 months
Daily close · Oct 16, 2026

Key Points

  • Atria Investments takes a new position in the Pictet AI Enhanced US Equity ETF, acquiring 276,564 shares valued at $7.89 million as of October 15, 2026.
  • The ETF is currently trading recently around $28.44, which is below its 50-day moving average and 3.3% below its 52-week high.
  • The ETF has a price-to-earnings (P/E) ratio of about 23.79, indicating its valuation relative to its earnings.

Get $PQUS trade alerts by text

We text you when insiders, Congress or big funds trade $PQUS. Free.

Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Pictet AI Enhanced US Equity ETF alert may contain errors. Disclosures

Atria Investments has opened a new position in the Pictet AI Enhanced US Equity ETF (PQUS) by acquiring 276,564 shares valued at approximately $7.89 million in a filing on October 15, 2026. This represents a significant entry into the fund, which is designed to utilize artificial intelligence to enhance its investment strategies and focuses primarily on equity securities of U.S. companies.

13F track record

Atria Investments vs. the S&P 500

YTD return +4.75% hypothetical
All-time return +4.75% S&P 500 +5.42%
vs. S&P 500 -0.67% behind the index

Hypothetical returns from Atria Investments's disclosed trades, not real profit or advice. How we model this.

What Changed in Atria Investments' Position

Atria Investments took a new position in PQUS with 276,564 shares. This marks the firm's first investment in this ETF, reflecting a fresh commitment to this actively managed fund. The new stake signifies an increasing interest in AI-driven investment strategies.

Other Institutional Activity in Pictet AI Enhanced US Equity ETF

There were no reports of other institutional investors taking action in this ETF during the same quarter, making Atria's entry particularly noteworthy.

Pictet AI Enhanced US Equity ETF Stock Down 1.3%

As of October 16, 2026, PQUS is trading recently around $28.44. This price is below its 50-day moving average of about $28.65, indicating it might be facing some resistance in the near term. Additionally, it's 3.3% below its 52-week high of $29.40, suggesting that the stock has seen some fluctuations in demand over the past year.

Recent Earnings

There are no recent earnings figures available for the Pictet AI Enhanced US Equity ETF, which limits our ability to evaluate its financial performance based on earnings results.

Analysts Set New Price Targets

The lack of analyst consensus may reflect the fund's relatively new presence in the market or limited analyst coverage.

About Pictet AI Enhanced US Equity ETF

The Pictet AI Enhanced US Equity ETF is managed actively and employs artificial intelligence to guide its investment decisions. The fund seeks to invest at least 80% of its net assets in U.S. equity securities, aiming to deliver strong returns through a data-driven approach. Atria Investments' recent stake adds to the growing interest in funds that leverage advanced technologies to enhance traditional investing strategies.

Bottom Line

Investors should watch for future filings from Atria Investments to see if they adjust their stake in the Pictet AI Enhanced US Equity ETF. This new position comes at a time when the fund is navigating a competitive landscape in the ETF market. Since this filing reflects holdings as of the reporting period, it may not represent Atria's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.

Source: Atria Investments's 13F filing on $PQUS (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Atria Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

Get $PQUS trade alerts by text