AWS
EDGF

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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-176,439
Closed -$4.4M – 1960
2025
Q1 		$4.4M Buy
176,439
+16,644
+10% +$411K 0.05% 376
2024
Q4 		$3.93M Buy
+159,795
New +$3.95M 0.04% 422

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Wealth Solutions's EDGF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of 3EDGE Dynamic Fixed Income ETF (EDGF) in Q2 2025, closing a stake of 176,439 shares — an estimated $4.4M sold.

Atria Wealth Solutions first reported a position in EDGF in Q4 2024 and held it in 2 quarters. The position peaked at $4.4M in Q1 2025. 23 funds tracked by Wall St. Rank hold EDGF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining 3EDGE Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 176,439 3EDGE Dynamic Fixed Income ETF shares in Q2 2025, an estimated $4.4M.
  • Atria Wealth Solutions first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's 3EDGE Dynamic Fixed Income ETF position peaked at $4.4M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.