Envestnet Asset Management
EDGU

Envestnet Asset Management’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Envestnet Asset 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 		$6.26M Buy
195,649
+124,432
+175% +$3.8M ﹤0.01% 2304
2026
Q1 		$1.98M Buy
71,217
+34,597
+94% +$993K ﹤0.01% 3022
2025
Q4 		$1.04M Sell
36,620
-9,239
-20% -$262K ﹤0.01% 3246
2025
Q3 		$1.28M Buy
45,859
+1,379
+3% +$36.9K ﹤0.01% 3189
2025
Q2 		$1.16M Sell
44,480
-7,199
-14% -$176K ﹤0.01% 3195
2025
Q1 		$1.25M Sell
51,679
-14,660
-22% -$371K ﹤0.01% 3048
2024
Q4 		$1.66M Buy
+66,339
New +$1.7M ﹤0.01% 2821

Other funds holding EDGU

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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Envestnet Asset Management's EDGU Position: Q2 2026 in Review

Envestnet Asset Management increased its 3EDGE Dynamic US Equity ETF (EDGU) stake by 175% in Q2 2026, buying an estimated $3.8M and bringing the position to 195,649 shares worth $6.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Envestnet Asset 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.

  • Envestnet Asset Management held 195,649 shares of 3EDGE Dynamic US Equity ETF worth $6.26M as of Q2 2026.
  • Envestnet Asset Management bought 124,432 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $3.8M.
  • 3EDGE Dynamic US Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2304 holding.
  • Envestnet Asset 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.