Atria Investments, Inc EDGU — ADVISORS INNER CIRCLE FD II 3EDGE DYNAMIC US

Ownership history in Atria Investments, Inc  ·  4 quarters on record

AI Ownership Summary

Atria Investments, Inc reported ADVISORS INNER CIRCLE FD II 3EDGE DYNAMIC US (EDGU) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows EDGU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDGU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in ADVISORS INNER CIRCLE FD II 3EDGE DYNAMIC US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EDGU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EDGU stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held EDGU — position size vs. price
% of Fund (quarterly)    EDGU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 9,440 +1,645 +21.1% 0.00% $302K 2026-07-28 $31.02
2025 Q2 REDUCED 33.0% +7.2% ❌ 7,795 -3,835 -33.0% 0.00% $203K 2025-08-04 $26.13
2025 Q1 REDUCED 20.5% +7.3% ❌ 11,630 -3,008 -20.5% 0.00% $282K 2025-05-06 $23.76
2024 Q4 INITIATED — — — 14,638 — — 0.00% $365K 2025-02-06 $25.79

🏢 Other funds also holding EDGU

As of 2026 Q2 — sorted by position size

AMG Asset Management Group, Inc. 1.65% 3EDGE Asset Management, LP 3Y 7Y 0.24% Strategic Blueprint, LLC 3Y 7Y 0.1% DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.01% Sowell Financial Services LLC 3Y 7Y 0.01% Ashton Thomas Private Wealth, LLC 0.01% TSFG, LLC 3Y 0.0% ASSETMARK, INC 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and EDGU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning EDGU?

Atria Investments, Inc reported EDGU across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported EDGU position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for EDGU was 0.00% in 2024 Q4.

What is the latest reported EDGU position on this page?

The most recent filing on this page is 2026 Q2, when Atria Investments, Inc reported 9,440 shares, equal to 0.00% of portfolio, with an estimated market value of $302K.

What does the chart on this EDGU ownership page compare?

The chart compares Atria Investments, Inc's quarterly EDGU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their EDGU position?

Based on 13F filing dates vs. subsequent EDGU price moves, Atria Investments, Inc correctly timed 0 out of 3 reported position changes (0%).

← Back to Atria Investments, Inc Holdings