Diversify Wealth Management’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Diversify Wealth 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 Q2	$2.32M	Buy	94,219 +43,474	+86%	+$1.08M	0.04%	359
2026 Q1	$1.26M	Buy	50,745 +26,005	+105%	+$643K	0.02%	524
2025 Q4	$610K	Buy	24,740 +1,385	+6%	+$34.5K	0.03%	397
2025 Q3	$582K	Buy	23,355 +10,051	+76%	+$250K	0.03%	350
2025 Q2	$331K	Sell	13,304 -36,432	-73%	-$905K	0.02%	440
2025 Q1	$1.24M	Buy	49,736 +23,374	+89%	+$577K	0.09%	216
2024 Q4	$645K	Buy	+26,362	New	+$652K	0.05%	302

Other funds holding EDGF

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Diversify Wealth Management's EDGF Position: Q2 2026 in Review

Diversify Wealth Management increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 86% in Q2 2026, buying an estimated $1.08M and bringing the position to 94,219 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #359.

Diversify Wealth Management first reported a position in EDGF in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

Diversify Wealth Management held 94,219 shares of 3EDGE Dynamic Fixed Income ETF worth $2.32M as of Q2 2026.
Diversify Wealth Management bought 43,474 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $1.08M.
3EDGE Dynamic Fixed Income ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #359 holding.
Diversify Wealth Management first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.