Envestnet Portfolio Solutions
EDGU

Envestnet Portfolio Solutions’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-63,229
Closed -$1.53M – 1665
2025
Q1 		$1.53M Sell
63,229
-17,075
-21% -$432K 0.01% 669
2024
Q4 		$2M Buy
+80,304
New +$2.06M 0.01% 663

Other funds holding EDGU

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
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
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
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Envestnet Portfolio Solutions sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2025, closing a stake of 63,229 shares — an estimated $1.53M sold.

Envestnet Portfolio Solutions first reported a position in EDGU in Q4 2024 and held it in 2 quarters. The position peaked at $2M in Q4 2024. 13 funds tracked by Wall St. Rank hold EDGU as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining 3EDGE Dynamic US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 63,229 3EDGE Dynamic US Equity ETF shares in Q2 2025, an estimated $1.53M.
  • Envestnet Portfolio Solutions first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's 3EDGE Dynamic US Equity ETF position peaked at $2M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2025.

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