LPL Financial
EDGF

LPL Financial’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

LPL Financial’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
2026
Q1 		$1.8M Sell
72,863
-15,298
-17% -$378K ﹤0.01% 3621
2025
Q4 		$2.17M Sell
88,161
-27,015
-23% -$673K ﹤0.01% 3330
2025
Q3 		$2.86M Sell
115,176
-29,155
-20% -$725K ﹤0.01% 2987
2025
Q2 		$3.57M Buy
+144,331
New +$3.58M ﹤0.01% 2583

Other funds holding EDGF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 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 $2.07B AUM 16.66% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial's EDGF Position: Q1 2026 in Review

LPL Financial reduced its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 17% in Q1 2026, selling an estimated $378K and leaving 72,863 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

LPL Financial first reported a position in EDGF in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.57M in Q2 2025. 33 funds tracked by Wall St. Rank hold EDGF as of Q1 2026.

  • LPL Financial held 72,863 shares of 3EDGE Dynamic Fixed Income ETF worth $1.8M as of Q1 2026.
  • LPL Financial sold 15,298 3EDGE Dynamic Fixed Income ETF shares in Q1 2026, an estimated $378K.
  • 3EDGE Dynamic Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3621 holding.
  • LPL Financial first reported a position in 3EDGE Dynamic Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's 3EDGE Dynamic Fixed Income ETF position peaked at $3.57M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.