Envestnet Asset Management
EDGH

Envestnet Asset Management’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Envestnet Asset 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
Q1 		$4.25M Buy
124,094
+9,850
+9% +$328K ﹤0.01% 2448
2025
Q4 		$3.48M Sell
114,244
-4,781
-4% -$143K ﹤0.01% 2437
2025
Q3 		$3.43M Buy
119,025
+24,360
+26% +$659K ﹤0.01% 2518
2025
Q2 		$2.49M Buy
94,665
+21,146
+29% +$554K ﹤0.01% 2679
2025
Q1 		$1.92M Buy
73,519
+21,031
+40% +$528K ﹤0.01% 2764
2024
Q4 		$1.25M Buy
+52,488
New +$1.3M ﹤0.01% 3006

Other funds holding EDGH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management's EDGH Position: Q1 2026 in Review

Envestnet Asset Management increased its 3EDGE Dynamic Hard Assets ETF (EDGH) stake by 8.6% in Q1 2026, buying an estimated $328K and bringing the position to 124,094 shares worth $4.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Envestnet Asset Management first reported a position in EDGH in Q4 2024 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold EDGH as of Q1 2026.

  • Envestnet Asset Management held 124,094 shares of 3EDGE Dynamic Hard Assets ETF worth $4.25M as of Q1 2026.
  • Envestnet Asset Management bought 9,850 3EDGE Dynamic Hard Assets ETF shares in Q1 2026, an estimated $328K.
  • 3EDGE Dynamic Hard Assets ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2448 holding.
  • Envestnet Asset Management first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2024 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.