AWS
EDGH

Atria Wealth Solutions’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Atria Wealth Solutions’s Portfolio EDGH Stock Details EDGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-76,168
Closed -$1.99M – 1963
2025
Q1 		$1.99M Buy
76,168
+17,345
+29% +$436K 0.02% 635
2024
Q4 		$1.45M Buy
+58,823
New +$1.46M 0.02% 769

Other funds holding EDGH

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Atria Wealth Solutions sold out of 3EDGE Dynamic Hard Assets ETF (EDGH) in Q2 2025, closing a stake of 76,168 shares — an estimated $1.99M sold.

Atria Wealth Solutions first reported a position in EDGH in Q4 2024 and held it in 2 quarters. The position peaked at $1.99M in Q1 2025. 15 funds tracked by Wall St. Rank hold EDGH as of Q2 2025.

  • Atria Wealth Solutions reported no remaining 3EDGE Dynamic Hard Assets ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 76,168 3EDGE Dynamic Hard Assets ETF shares in Q2 2025, an estimated $1.99M.
  • Atria Wealth Solutions first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's 3EDGE Dynamic Hard Assets ETF position peaked at $1.99M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q2 2025.

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