Diversify Wealth Management
EDGF icon

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
Q3 		$3.04M Buy
124,666
+30,447
+32% +$749K 0.05% 324
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
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
AMG Asset Management Group
AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
One Wealth Capital Management
One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Diversify Wealth Management's EDGF Position: Q3 2026 in Review

Diversify Wealth Management increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 32% in Q3 2026, buying an estimated $749K and bringing the position to 124,666 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #324.

Diversify Wealth Management first reported a position in EDGF in Q4 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold EDGF as of Q3 2026.

  • Diversify Wealth Management held 124,666 shares of 3EDGE Dynamic Fixed Income ETF worth $3.04M as of Q3 2026.
  • Diversify Wealth Management bought 30,447 3EDGE Dynamic Fixed Income ETF shares in Q3 2026, an estimated $749K.
  • 3EDGE Dynamic Fixed Income ETF made up 0.05% of Diversify Wealth Management's portfolio in Q3 2026, its #324 holding.
  • Diversify Wealth Management first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 10 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.