BW
EDGH

Basepoint Wealth’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Basepoint Wealth’s Portfolio EDGH Stock Details EDGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
3,901
+1
+0% +$33 0.08% 130
2025
Q4 		$119K Buy
+3,900
New +$116K 0.07% 131

Other funds holding EDGH

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Basepoint Wealth's EDGH Position: Q1 2026 in Review

Basepoint Wealth increased its 3EDGE Dynamic Hard Assets ETF (EDGH) stake by 0.03% in Q1 2026, buying an estimated $33 and bringing the position to 3,901 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #130.

Basepoint Wealth first reported a position in EDGH in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold EDGH as of Q1 2026.

  • Basepoint Wealth held 3,901 shares of 3EDGE Dynamic Hard Assets ETF worth $133K as of Q1 2026.
  • Basepoint Wealth bought 1 3EDGE Dynamic Hard Assets ETF share in Q1 2026, an estimated $33.
  • 3EDGE Dynamic Hard Assets ETF made up 0.08% of Basepoint Wealth's portfolio in Q1 2026, its #130 holding.
  • Basepoint Wealth first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.