DAS
EDGI

Diversify Advisory Services’s 3EDGE Dynamic International Equity ETF EDGI Stock Holding History

Diversify Advisory Services’s Portfolio EDGI Stock Details EDGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,086
Closed -$268K – 900
2025
Q4 		$268K Buy
9,086
+1,307
+17% +$36.7K 0.01% 791
2025
Q3 		$218K Buy
+7,779
New +$207K 0.01% 821

Other funds holding EDGI

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
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Diversify Advisory Services's EDGI Position: Q1 2026 in Review

Diversify Advisory Services sold out of 3EDGE Dynamic International Equity ETF (EDGI) in Q1 2026, closing a stake of 9,086 shares — an estimated $268K sold.

Diversify Advisory Services first reported a position in EDGI in Q3 2025 and held it in 2 quarters. The position peaked at $268K in Q4 2025. 20 funds tracked by Wall St. Rank hold EDGI as of Q1 2026.

  • Diversify Advisory Services reported no remaining 3EDGE Dynamic International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,086 3EDGE Dynamic International Equity ETF shares in Q1 2026, an estimated $268K.
  • Diversify Advisory Services first reported a position in 3EDGE Dynamic International Equity ETF in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's 3EDGE Dynamic International Equity ETF position peaked at $268K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.