LPL Financial
EDGU

LPL Financial’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

LPL Financial’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
2026
Q2 		$808K Buy
25,265
+7,163
+40% +$219K ﹤0.01% 4604
2026
Q1 		$503K Sell
18,102
-3,301
-15% -$94.8K ﹤0.01% 4745
2025
Q4 		$609K Sell
21,403
-7,139
-25% -$202K ﹤0.01% 4543
2025
Q3 		$798K Sell
28,542
-4,202
-13% -$112K ﹤0.01% 4226
2025
Q2 		$852K Buy
+32,744
New +$800K ﹤0.01% 3898

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

LPL Financial's EDGU Position: Q2 2026 in Review

LPL Financial increased its 3EDGE Dynamic US Equity ETF (EDGU) stake by 40% in Q2 2026, buying an estimated $219K and bringing the position to 25,265 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #4604.

LPL Financial first reported a position in EDGU in Q2 2025 and has held it in 5 quarters since. The position peaked at $852K in Q2 2025. 26 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • LPL Financial held 25,265 shares of 3EDGE Dynamic US Equity ETF worth $808K as of Q2 2026.
  • LPL Financial bought 7,163 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $219K.
  • 3EDGE Dynamic US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4604 holding.
  • LPL Financial first reported a position in 3EDGE Dynamic US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's 3EDGE Dynamic US Equity ETF position peaked at $852K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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