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 Q2	$2.04M	Buy	82,791 +9,928	+14%	+$246K	﹤0.01%	3719
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 $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

SGFG

Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AAMG

AMG Asset Management Group Cartersville, Georgia $160M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's EDGF Position: Q2 2026 in Review

LPL Financial increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 14% in Q2 2026, buying an estimated $246K and bringing the position to 82,791 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

LPL Financial first reported a position in EDGF in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57M in Q2 2025. 34 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

LPL Financial held 82,791 shares of 3EDGE Dynamic Fixed Income ETF worth $2.04M as of Q2 2026.
LPL Financial bought 9,928 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $246K.
3EDGE Dynamic Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3719 holding.
LPL Financial first reported a position in 3EDGE Dynamic Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
LPL Financial's 3EDGE Dynamic Fixed Income ETF position peaked at $3.57M in Q2 2025.
34 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.