Bank of New York Mellon
EDGU

Bank of New York Mellon’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Bank of New York Mellon’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 		$318K Buy
+9,939
New +$304K ﹤0.01% 3979
2025
Q1 		– Sell
-22,477
Closed -$561K – 4178
2024
Q4 		$561K Buy
+22,477
New +$575K ﹤0.01% 3461

Other funds holding EDGU

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of New York Mellon's EDGU Position: Q2 2026 in Review

Bank of New York Mellon opened a new position in 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2026: 9,939 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #3979 among its holdings. This is a return to the name: Bank of New York Mellon previously reported a position in EDGU as recently as Q4 2024.

Bank of New York Mellon first reported a position in EDGU in Q4 2024 and has held it in 2 quarters since. The position peaked at $561K in Q4 2024. 17 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Bank of New York Mellon held 9,939 shares of 3EDGE Dynamic US Equity ETF worth $318K as of Q2 2026.
  • 3EDGE Dynamic US Equity ETF was a new Bank of New York Mellon position in Q2 2026.
  • 3EDGE Dynamic US Equity ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3979 holding.
  • Bank of New York Mellon first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • Bank of New York Mellon's 3EDGE Dynamic US Equity ETF position peaked at $561K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.