Envestnet Portfolio Solutions
EDGF

Envestnet Portfolio Solutions’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EDGF Stock Details EDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-182,641
Closed -$4.54M – 1663
2025
Q1 		$4.54M Buy
182,641
+15,783
+9% +$389K 0.02% 386
2024
Q4 		$4.09M Buy
+166,858
New +$4.12M 0.01% 448

Other funds holding EDGF

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Envestnet Portfolio Solutions's EDGF Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of 3EDGE Dynamic Fixed Income ETF (EDGF) in Q2 2025, closing a stake of 182,641 shares — an estimated $4.54M sold.

Envestnet Portfolio Solutions first reported a position in EDGF in Q4 2024 and held it in 2 quarters. The position peaked at $4.54M in Q1 2025. 23 funds tracked by Wall St. Rank hold EDGF as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining 3EDGE Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 182,641 3EDGE Dynamic Fixed Income ETF shares in Q2 2025, an estimated $4.54M.
  • Envestnet Portfolio Solutions first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's 3EDGE Dynamic Fixed Income ETF position peaked at $4.54M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.