Tradition Wealth Management’s EA Series Trust Intelligent Alpha Atlas ETF GPT Stock Holding History

Tradition Wealth Management’s Portfolio GPT Stock Details GPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Buy	52,737 +1,689	+3%	+$52.4K	0.11%	161
2025 Q4	$1.53M	Buy	51,048 +1,325	+3%	+$40.1K	0.11%	158
2025 Q3	$1.48M	Hold	49,723	–	–	0.11%	155
2025 Q2	$1.34M	Buy	49,723 +4,500	+10%	+$110K	0.11%	158
2025 Q1	$1.07M	Buy	45,223 +5,049	+13%	+$126K	0.09%	165
2024 Q4	$970K	Buy	+40,174	New	+$1.03M	0.09%	175

Other funds holding GPT

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

WPWM

Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Tradition Wealth Management's GPT Position: Q1 2026 in Review

Tradition Wealth Management increased its EA Series Trust Intelligent Alpha Atlas ETF (GPT) stake by 3.3% in Q1 2026, buying an estimated $52.4K and bringing the position to 52,737 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #161.

Tradition Wealth Management first reported a position in GPT in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold GPT as of Q1 2026.

Tradition Wealth Management held 52,737 shares of EA Series Trust Intelligent Alpha Atlas ETF worth $1.61M as of Q1 2026.
Tradition Wealth Management bought 1,689 EA Series Trust Intelligent Alpha Atlas ETF shares in Q1 2026, an estimated $52.4K.
EA Series Trust Intelligent Alpha Atlas ETF made up 0.11% of Tradition Wealth Management's portfolio in Q1 2026, its #161 holding.
Tradition Wealth Management first reported a position in EA Series Trust Intelligent Alpha Atlas ETF in Q4 2024 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held EA Series Trust Intelligent Alpha Atlas ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.