ATPW
EDGF

Ashton Thomas Private Wealth’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Ashton Thomas Private Wealth’s Portfolio EDGF Stock Details EDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
57,241
-10,249
-15% -$254K 0.03% 467
2026
Q1 		$1.67M Buy
67,490
+18,603
+38% +$460K 0.04% 406
2025
Q4 		$1.21M Buy
+48,887
New +$1.22M 0.03% 443

Other funds holding EDGF

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Ashton Thomas Private Wealth's EDGF Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 15% in Q2 2026, selling an estimated $254K and leaving 57,241 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #467.

Ashton Thomas Private Wealth first reported a position in EDGF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q1 2026. 11 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • Ashton Thomas Private Wealth held 57,241 shares of 3EDGE Dynamic Fixed Income ETF worth $1.41M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 10,249 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $254K.
  • 3EDGE Dynamic Fixed Income ETF made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #467 holding.
  • Ashton Thomas Private Wealth first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's 3EDGE Dynamic Fixed Income ETF position peaked at $1.67M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.