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 Q3	$810K	Buy	25,754 +489	+2%	+$15.5K	﹤0.01%	4703
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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

LPL Financial's EDGU Position: Q3 2026 in Review

LPL Financial increased its 3EDGE Dynamic US Equity ETF (EDGU) stake by 1.9% in Q3 2026, buying an estimated $15.5K and bringing the position to 25,754 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #4703.

LPL Financial first reported a position in EDGU in Q2 2025 and has held it in 6 quarters since. The position peaked at $852K in Q2 2025. 12 funds tracked by Wall St. Rank hold EDGU as of Q3 2026.

LPL Financial held 25,754 shares of 3EDGE Dynamic US Equity ETF worth $810K as of Q3 2026.
LPL Financial bought 489 3EDGE Dynamic US Equity ETF shares in Q3 2026, an estimated $15.5K.
3EDGE Dynamic US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4703 holding.
LPL Financial first reported a position in 3EDGE Dynamic US Equity ETF in Q2 2025 and has held it in 6 quarters since.
LPL Financial's 3EDGE Dynamic US Equity ETF position peaked at $852K in Q2 2025.
12 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.