DWM
EDGH

Diversify Wealth Management’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Diversify Wealth Management’s Portfolio EDGH Stock Details EDGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
35,860
-3,962
-10% -$135K 0.02% 574
2026
Q1 		$1.38M Sell
39,822
-4,326
-10% -$144K 0.02% 488
2025
Q4 		$1.4M Sell
44,148
-202
-0.5% -$6.02K 0.07% 262
2025
Q3 		$1.28M Buy
44,350
+12,421
+39% +$336K 0.07% 242
2025
Q2 		$845K Buy
31,929
+9,561
+43% +$251K 0.05% 298
2025
Q1 		$588K Sell
22,368
-289
-1% -$7.26K 0.04% 327
2024
Q4 		$554K Buy
+22,657
New +$563K 0.04% 336

Other funds holding EDGH

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Diversify Wealth Management reduced its 3EDGE Dynamic Hard Assets ETF (EDGH) stake by 9.9% in Q2 2026, selling an estimated $135K and leaving 35,860 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #574.

Diversify Wealth Management first reported a position in EDGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 9 funds tracked by Wall St. Rank hold EDGH as of Q2 2026.

  • Diversify Wealth Management held 35,860 shares of 3EDGE Dynamic Hard Assets ETF worth $1.19M as of Q2 2026.
  • Diversify Wealth Management sold 3,962 3EDGE Dynamic Hard Assets ETF shares in Q2 2026, an estimated $135K.
  • 3EDGE Dynamic Hard Assets ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Diversify Wealth Management first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's 3EDGE Dynamic Hard Assets ETF position peaked at $1.4M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q2 2026.

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