Concurrent Investment Advisors
EDGF icon

Concurrent Investment Advisors’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Concurrent Investment Advisors’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 		$227K Sell
9,199
-5,630
-38% -$140K ﹤0.01% 1870
2026
Q1 		$367K Buy
+14,829
New +$367K ﹤0.01% 1377

Other funds holding EDGF

Brinker Capital Investments
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 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's EDGF Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 38% in Q2 2026, selling an estimated $140K and leaving 9,199 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Concurrent Investment Advisors first reported a position in EDGF in Q1 2026 and has held it in 2 quarters since. The position peaked at $367K in Q1 2026. 34 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • Concurrent Investment Advisors held 9,199 shares of 3EDGE Dynamic Fixed Income ETF worth $227K as of Q2 2026.
  • Concurrent Investment Advisors sold 5,630 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $140K.
  • 3EDGE Dynamic Fixed Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1870 holding.
  • Concurrent Investment Advisors first reported a position in 3EDGE Dynamic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's 3EDGE Dynamic Fixed Income ETF position peaked at $367K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.