Diversify Wealth Management
EDGU icon

Diversify Wealth Management’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Diversify Wealth Management’s Portfolio EDGU Stock Details EDGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.55M Sell
48,515
-4,750
-9% -$151K 0.02% 523
2026
Q2 		$1.65M Buy
53,265
+29,936
+128% +$915K 0.03% 474
2026
Q1 		$694K Buy
23,329
+4,071
+21% +$117K 0.01% 713
2025
Q4 		$558K Buy
19,258
+212
+1% +$6K 0.03% 416
2025
Q3 		$548K Buy
19,046
+312
+2% +$8.35K 0.03% 360
2025
Q2 		$500K Buy
18,734
+432
+2% +$10.6K 0.03% 371
2025
Q1 		$436K Sell
18,302
-27,491
-60% -$696K 0.03% 375
2024
Q4 		$1.13M Buy
+45,793
New +$1.17M 0.09% 200

Other funds holding EDGU

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
Silver Grove Financial Group
Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 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 EDGU Position: Q3 2026 in Review

Diversify Wealth Management reduced its 3EDGE Dynamic US Equity ETF (EDGU) stake by 8.9% in Q3 2026, selling an estimated $151K and leaving 48,515 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #523.

Diversify Wealth Management first reported a position in EDGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q2 2026. 12 funds tracked by Wall St. Rank hold EDGU as of Q3 2026.

  • Diversify Wealth Management held 48,515 shares of 3EDGE Dynamic US Equity ETF worth $1.55M as of Q3 2026.
  • Diversify Wealth Management sold 4,750 3EDGE Dynamic US Equity ETF shares in Q3 2026, an estimated $151K.
  • 3EDGE Dynamic US Equity ETF made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #523 holding.
  • Diversify Wealth Management first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's 3EDGE Dynamic US Equity ETF position peaked at $1.65M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q3 2026.

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