Atria Wealth Solutions
EDGU icon

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

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 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.