AWS
EDGU

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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-60,284
Closed -$1.46M – 1962
2025
Q1 		$1.46M Sell
60,284
-14,169
-19% -$359K 0.02% 742
2024
Q4 		$1.86M Buy
+74,453
New +$1.91M 0.02% 671

Other funds holding EDGU

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Atria Wealth Solutions sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2025, closing a stake of 60,284 shares — an estimated $1.46M sold.

Atria Wealth Solutions first reported a position in EDGU in Q4 2024 and held it in 2 quarters. The position peaked at $1.86M in Q4 2024. 13 funds tracked by Wall St. Rank hold EDGU as of Q2 2025.

  • Atria Wealth Solutions reported no remaining 3EDGE Dynamic US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 60,284 3EDGE Dynamic US Equity ETF shares in Q2 2025, an estimated $1.46M.
  • Atria Wealth Solutions first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's 3EDGE Dynamic US Equity ETF position peaked at $1.86M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2025.

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