AI
EDGF

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
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 $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Atria Investments's EDGF Position: Q1 2026 in Review

Atria Investments increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 102% in Q1 2026, buying an estimated $223K and bringing the position to 17,917 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1510.

Atria Investments first reported a position in EDGF in Q4 2024 and has held it in 5 quarters since. The position peaked at $445K in Q1 2025. 33 funds tracked by Wall St. Rank hold EDGF as of Q1 2026.

  • Atria Investments held 17,917 shares of 3EDGE Dynamic Fixed Income ETF worth $443K as of Q1 2026.
  • Atria Investments bought 9,032 3EDGE Dynamic Fixed Income ETF shares in Q1 2026, an estimated $223K.
  • 3EDGE Dynamic Fixed Income ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1510 holding.
  • Atria Investments first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Atria Investments's 3EDGE Dynamic Fixed Income ETF position peaked at $445K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.