CCM
EDGF

Coldstream Capital Management’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Coldstream Capital Management’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
Q1 		$466K Buy
18,821
+9,300
+98% +$230K 0.01% 756
2025
Q4 		$235K Buy
+9,521
New +$237K ﹤0.01% 1022
2025
Q2 		– Sell
-7,129
Closed -$177K – 3497
2025
Q1 		$177K Buy
+7,129
New +$176K ﹤0.01% 1062

Other funds holding EDGF

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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 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 $2.07B AUM 16.66% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Coldstream Capital Management's EDGF Position: Q1 2026 in Review

Coldstream Capital Management increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 98% in Q1 2026, buying an estimated $230K and bringing the position to 18,821 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #756.

Coldstream Capital Management first reported a position in EDGF in Q1 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold EDGF as of Q1 2026.

  • Coldstream Capital Management held 18,821 shares of 3EDGE Dynamic Fixed Income ETF worth $466K as of Q1 2026.
  • Coldstream Capital Management bought 9,300 3EDGE Dynamic Fixed Income ETF shares in Q1 2026, an estimated $230K.
  • 3EDGE Dynamic Fixed Income ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #756 holding.
  • Coldstream Capital Management first reported a position in 3EDGE Dynamic Fixed Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.