BW
EDGU

Basepoint Wealth’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Basepoint Wealth’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 		$58.8K Sell
1,836
-1,000
-35% -$30.6K 0.03% 204
2026
Q1 		$78.8K Hold
2,836
– – 0.05% 166
2025
Q4 		$80.8K Buy
+2,836
New +$80.3K 0.05% 161

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

Basepoint Wealth's EDGU Position: Q2 2026 in Review

Basepoint Wealth reduced its 3EDGE Dynamic US Equity ETF (EDGU) stake by 35% in Q2 2026, selling an estimated $30.6K and leaving 1,836 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #204.

Basepoint Wealth first reported a position in EDGU in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.8K in Q4 2025. 26 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Basepoint Wealth held 1,836 shares of 3EDGE Dynamic US Equity ETF worth $58.8K as of Q2 2026.
  • Basepoint Wealth sold 1,000 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $30.6K.
  • 3EDGE Dynamic US Equity ETF made up 0.03% of Basepoint Wealth's portfolio in Q2 2026, its #204 holding.
  • Basepoint Wealth first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's 3EDGE Dynamic US Equity ETF position peaked at $80.8K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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