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
2026
Q2 		$1.6K Buy
+50
New +$1.53K ﹤0.01% 3029
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 $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $3.97B AUM 18.34% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

AssetMark Inc's EDGU Position: Q2 2026 in Review

AssetMark Inc opened a new position in 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2026: 50 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #3029 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in EDGU as recently as Q1 2025.

AssetMark Inc first reported a position in EDGU in Q1 2025 and has held it in 2 quarters since. The position peaked at $8.13K in Q1 2025. 26 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • AssetMark Inc held 50 shares of 3EDGE Dynamic US Equity ETF worth $1.6K as of Q2 2026.
  • 3EDGE Dynamic US Equity ETF was a new AssetMark Inc position in Q2 2026.
  • 3EDGE Dynamic US Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3029 holding.
  • AssetMark Inc first reported a position in 3EDGE Dynamic US Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • AssetMark Inc's 3EDGE Dynamic US Equity ETF position peaked at $8.13K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.