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 Q2	$1.19M	Buy	37,493 +2,122	+6%	+$72.4K	﹤0.01%	4278
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 $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

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

PFM

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

3AM

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

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

AAMG

AMG Asset Management Group Cartersville, Georgia $160M AUM

SGFG

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

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

LPL Financial's EDGH Position: Q2 2026 in Review

LPL Financial increased its 3EDGE Dynamic Hard Assets ETF (EDGH) stake by 6% in Q2 2026, buying an estimated $72.4K and bringing the position to 37,493 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

LPL Financial first reported a position in EDGH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2025. 25 funds tracked by Wall St. Rank hold EDGH as of Q2 2026.

LPL Financial held 37,493 shares of 3EDGE Dynamic Hard Assets ETF worth $1.19M as of Q2 2026.
LPL Financial bought 2,122 3EDGE Dynamic Hard Assets ETF shares in Q2 2026, an estimated $72.4K.
3EDGE Dynamic Hard Assets ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4278 holding.
LPL Financial first reported a position in 3EDGE Dynamic Hard Assets ETF in Q2 2025 and has held it in 5 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 Q2 2026.

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