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Atria Investments’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Atria Investments’s Portfolio EDGF Stock Details EDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Sell
16,041
-1,876
-10% -$46.5K ﹤0.01% 1658
2026
Q1 		$443K Buy
17,917
+9,032
+102% +$223K 0.01% 1510
2025
Q4 		$219K Buy
+8,885
New +$221K ﹤0.01% 1920
2025
Q3 		– Sell
-13,449
Closed -$333K – 2172
2025
Q2 		$333K Sell
13,449
-4,421
-25% -$110K ﹤0.01% 1659
2025
Q1 		$445K Buy
17,870
+4,165
+30% +$103K 0.01% 1416
2024
Q4 		$336K Buy
+13,705
New +$339K ﹤0.01% 1541

Other funds holding EDGF

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments's EDGF Position: Q2 2026 in Review

Atria Investments reduced its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 10% in Q2 2026, selling an estimated $46.5K and leaving 16,041 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Atria Investments first reported a position in EDGF in Q4 2024 and has held it in 6 quarters since. The position peaked at $445K in Q1 2025. 34 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • Atria Investments held 16,041 shares of 3EDGE Dynamic Fixed Income ETF worth $395K as of Q2 2026.
  • Atria Investments sold 1,876 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $46.5K.
  • 3EDGE Dynamic Fixed Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1658 holding.
  • Atria Investments first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Atria Investments's 3EDGE Dynamic Fixed Income ETF position peaked at $445K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.