DWM
EDGU

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Diversify Wealth Management increased its 3EDGE Dynamic US Equity ETF (EDGU) stake by 128% in Q2 2026, buying an estimated $915K and bringing the position to 53,265 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #474.

Diversify Wealth Management first reported a position in EDGU in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Diversify Wealth Management held 53,265 shares of 3EDGE Dynamic US Equity ETF worth $1.65M as of Q2 2026.
  • Diversify Wealth Management bought 29,936 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $915K.
  • 3EDGE Dynamic US Equity ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Diversify Wealth Management first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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