TWM
GPT

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
Q2 		$1.76M Sell
51,944
-793
-2% -$26.1K 0.11% 167
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

EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Tradition Wealth Management's GPT Position: Q2 2026 in Review

Tradition Wealth Management reduced its EA Series Trust Intelligent Alpha Atlas ETF (GPT) stake by 1.5% in Q2 2026, selling an estimated $26.1K and leaving 51,944 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #167.

Tradition Wealth Management first reported a position in GPT in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold GPT as of Q2 2026.

  • Tradition Wealth Management held 51,944 shares of EA Series Trust Intelligent Alpha Atlas ETF worth $1.76M as of Q2 2026.
  • Tradition Wealth Management sold 793 EA Series Trust Intelligent Alpha Atlas ETF shares in Q2 2026, an estimated $26.1K.
  • EA Series Trust Intelligent Alpha Atlas ETF made up 0.11% of Tradition Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Tradition Wealth Management first reported a position in EA Series Trust Intelligent Alpha Atlas ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held EA Series Trust Intelligent Alpha Atlas ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.