Envestnet Portfolio Solutions
EDGH

Envestnet Portfolio Solutions’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-79,072
Closed -$2.06M – 1666
2025
Q1 		$2.06M Buy
79,072
+17,334
+28% +$435K 0.01% 577
2024
Q4 		$1.47M Buy
+61,738
New +$1.53M ﹤0.01% 777

Other funds holding EDGH

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
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
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Envestnet Portfolio Solutions sold out of 3EDGE Dynamic Hard Assets ETF (EDGH) in Q2 2025, closing a stake of 79,072 shares — an estimated $2.06M sold.

Envestnet Portfolio Solutions first reported a position in EDGH in Q4 2024 and held it in 2 quarters. The position peaked at $2.06M in Q1 2025. 15 funds tracked by Wall St. Rank hold EDGH as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining 3EDGE Dynamic Hard Assets ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 79,072 3EDGE Dynamic Hard Assets ETF shares in Q2 2025, an estimated $2.06M.
  • Envestnet Portfolio Solutions first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's 3EDGE Dynamic Hard Assets ETF position peaked at $2.06M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q2 2025.

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