CCM
EDGH

Coldstream Capital Management’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Coldstream Capital Management’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
2025
Q4 		– Sell
-8,217
Closed -$237K – 1279
2025
Q3 		$237K Buy
+8,217
New +$222K ﹤0.01% 1058
2025
Q2 		– Sell
-3,034
Closed -$79.1K – 3500
2025
Q1 		$79.1K Buy
+3,034
New +$76.2K ﹤0.01% 1472

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Coldstream Capital Management's EDGH Position: Q4 2025 in Review

Coldstream Capital Management sold out of 3EDGE Dynamic Hard Assets ETF (EDGH) in Q4 2025, closing a stake of 8,217 shares — an estimated $237K sold.

Coldstream Capital Management first reported a position in EDGH in Q1 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 29 funds tracked by Wall St. Rank hold EDGH as of Q4 2025.

  • Coldstream Capital Management reported no remaining 3EDGE Dynamic Hard Assets ETF position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 8,217 3EDGE Dynamic Hard Assets ETF shares in Q4 2025, an estimated $237K.
  • Coldstream Capital Management first reported a position in 3EDGE Dynamic Hard Assets ETF in Q1 2025 and held it in 2 quarters.
  • Coldstream Capital Management's 3EDGE Dynamic Hard Assets ETF position peaked at $237K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.