LPL Financial
EDGH

LPL Financial’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

LPL Financial’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
2026
Q1 		$1.21M Sell
35,371
-4,518
-11% -$150K ﹤0.01% 4006
2025
Q4 		$1.21M Sell
39,889
-14,073
-26% -$420K ﹤0.01% 3873
2025
Q3 		$1.56M Sell
53,962
-9,814
-15% -$266K ﹤0.01% 3559
2025
Q2 		$1.68M Buy
+63,776
New +$1.67M ﹤0.01% 3292

Other funds holding EDGH

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 $2.24B AUM 16.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

LPL Financial's EDGH Position: Q1 2026 in Review

LPL Financial reduced its 3EDGE Dynamic Hard Assets ETF (EDGH) stake by 11% in Q1 2026, selling an estimated $150K and leaving 35,371 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4006.

LPL Financial first reported a position in EDGH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q2 2025. 25 funds tracked by Wall St. Rank hold EDGH as of Q1 2026.

  • LPL Financial held 35,371 shares of 3EDGE Dynamic Hard Assets ETF worth $1.21M as of Q1 2026.
  • LPL Financial sold 4,518 3EDGE Dynamic Hard Assets ETF shares in Q1 2026, an estimated $150K.
  • 3EDGE Dynamic Hard Assets ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4006 holding.
  • LPL Financial first reported a position in 3EDGE Dynamic Hard Assets ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's 3EDGE Dynamic Hard Assets ETF position peaked at $1.68M in Q2 2025.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q1 2026.

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