AI
EDGU

Atria Investments’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Atria Investments’s Portfolio EDGU Stock Details EDGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Buy
+9,440
New +$288K ﹤0.01% 1848
2025
Q3 		– Sell
-7,795
Closed -$203K – 2173
2025
Q2 		$203K Sell
7,795
-3,835
-33% -$93.7K ﹤0.01% 1920
2025
Q1 		$282K Sell
11,630
-3,008
-21% -$76.1K ﹤0.01% 1645
2024
Q4 		$365K Buy
+14,638
New +$375K ﹤0.01% 1487

Other funds holding EDGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Atria Investments's EDGU Position: Q2 2026 in Review

Atria Investments opened a new position in 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2026: 9,440 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1848 among its holdings. This is a return to the name: Atria Investments previously reported a position in EDGU as recently as Q2 2025.

Atria Investments first reported a position in EDGU in Q4 2024 and has held it in 4 quarters since. The position peaked at $365K in Q4 2024. 14 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Atria Investments held 9,440 shares of 3EDGE Dynamic US Equity ETF worth $302K as of Q2 2026.
  • 3EDGE Dynamic US Equity ETF was a new Atria Investments position in Q2 2026.
  • 3EDGE Dynamic US Equity ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1848 holding.
  • Atria Investments first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Atria Investments's 3EDGE Dynamic US Equity ETF position peaked at $365K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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