CFS Investment Advisory Services’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

CFS Investment Advisory Services’s Portfolio EDGF Stock Details EDGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	51,504 +722	+1%	+$17.9K	0.08%	175
2026 Q1	$1.26M	Buy	50,782 +588	+1%	+$14.5K	0.09%	174
2025 Q4	$1.24M	Buy	50,194 +2,527	+5%	+$63K	0.09%	163
2025 Q3	$1.19M	Buy	47,667 +19,811	+71%	+$493K	0.09%	167
2025 Q2	$689K	Buy	+27,856	New	+$692K	0.06%	198

Other funds holding EDGF

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

CFS Investment Advisory Services's EDGF Position: Q2 2026 in Review

CFS Investment Advisory Services increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 1.4% in Q2 2026, buying an estimated $17.9K and bringing the position to 51,504 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #175.

CFS Investment Advisory Services first reported a position in EDGF in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

CFS Investment Advisory Services held 51,504 shares of 3EDGE Dynamic Fixed Income ETF worth $1.27M as of Q2 2026.
CFS Investment Advisory Services bought 722 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $17.9K.
3EDGE Dynamic Fixed Income ETF made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #175 holding.
CFS Investment Advisory Services first reported a position in 3EDGE Dynamic Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.