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
Q2 		$124K Hold
3,901
– – 0.07% 144
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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 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 $160M AUM
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Basepoint Wealth's EDGH Position: Q2 2026 in Review

Basepoint Wealth held its 3EDGE Dynamic Hard Assets ETF (EDGH) position steady in Q2 2026 at 3,901 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #144.

Basepoint Wealth first reported a position in EDGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $133K in Q1 2026. 25 funds tracked by Wall St. Rank hold EDGH as of Q2 2026.

  • Basepoint Wealth held 3,901 shares of 3EDGE Dynamic Hard Assets ETF worth $124K as of Q2 2026.
  • Basepoint Wealth left its 3EDGE Dynamic Hard Assets ETF share count unchanged in Q2 2026.
  • 3EDGE Dynamic Hard Assets ETF made up 0.07% of Basepoint Wealth's portfolio in Q2 2026, its #144 holding.
  • Basepoint Wealth first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's 3EDGE Dynamic Hard Assets ETF position peaked at $133K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.