MSWM
EDGF

Mowery & Schoenfeld Wealth Management’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		$73.5K Buy
+2,971
New +$73.5K 0.11% 101
2025
Q4 		– Sell
-199
Closed -$4.95K – 502
2025
Q3 		$4.95K Sell
199
-4,035
-95% -$100K 0.01% 289
2025
Q2 		$105K Buy
+4,234
New +$105K 0.16% 76

Other funds holding EDGF

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EDGF Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in 3EDGE Dynamic Fixed Income ETF (EDGF) in Q1 2026: 2,971 shares worth $73.5K. The stake represents 0.11% of the portfolio and ranks #101 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in EDGF as recently as Q3 2025.

Mowery & Schoenfeld Wealth Management first reported a position in EDGF in Q2 2025 and has held it in 3 quarters since. The position peaked at $105K in Q2 2025. 33 funds tracked by Wall St. Rank hold EDGF as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 2,971 shares of 3EDGE Dynamic Fixed Income ETF worth $73.5K as of Q1 2026.
  • 3EDGE Dynamic Fixed Income ETF was a new Mowery & Schoenfeld Wealth Management position in Q1 2026.
  • 3EDGE Dynamic Fixed Income ETF made up 0.11% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic Fixed Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3EDGE Dynamic Fixed Income ETF position peaked at $105K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.