CCM
EDGU

Coldstream Capital Management’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-2,409
Closed -$58.5K – 3499
2025
Q1 		$58.5K Buy
+2,409
New +$61K ﹤0.01% 1626

Other funds holding EDGU

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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 $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
AI
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

Coldstream Capital Management's EDGU Position: Q2 2025 in Review

Coldstream Capital Management sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2025, closing a stake of 2,409 shares — an estimated $58.5K sold.

Coldstream Capital Management first reported a position in EDGU in Q1 2025 and held it in 1 quarter. The position peaked at $58.5K in Q1 2025. 13 funds tracked by Wall St. Rank hold EDGU as of Q2 2025.

  • Coldstream Capital Management reported no remaining 3EDGE Dynamic US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,409 3EDGE Dynamic US Equity ETF shares in Q2 2025, an estimated $58.5K.
  • Coldstream Capital Management first reported a position in 3EDGE Dynamic US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's 3EDGE Dynamic US Equity ETF position peaked at $58.5K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.