AssetMark Inc
EDGU

AssetMark Inc’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

AssetMark Inc’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
-335
Closed -$8.13K – 3142
2025
Q1 		$8.13K Buy
+335
New +$8.48K ﹤0.01% 1892

Other funds holding EDGU

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

AssetMark Inc's EDGU Position: Q2 2025 in Review

AssetMark Inc sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2025, closing a stake of 335 shares — an estimated $8.13K sold.

AssetMark Inc first reported a position in EDGU in Q1 2025 and held it in 1 quarter. The position peaked at $8.13K in Q1 2025. 13 funds tracked by Wall St. Rank hold EDGU as of Q2 2025.

  • AssetMark Inc reported no remaining 3EDGE Dynamic US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 335 3EDGE Dynamic US Equity ETF shares in Q2 2025, an estimated $8.13K.
  • AssetMark Inc first reported a position in 3EDGE Dynamic US Equity ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's 3EDGE Dynamic US Equity ETF position peaked at $8.13K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.