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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
Q2 		$73.2K Hold
2,971
– – 0.1% 114
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 $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 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EDGF Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its 3EDGE Dynamic Fixed Income ETF (EDGF) position steady in Q2 2026 at 2,971 shares worth $73.2K. The position accounts for 0.1% of the portfolio, ranked #114.

Mowery & Schoenfeld Wealth Management first reported a position in EDGF in Q2 2025 and has held it in 4 quarters since. The position peaked at $105K in Q2 2025. 34 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 2,971 shares of 3EDGE Dynamic Fixed Income ETF worth $73.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its 3EDGE Dynamic Fixed Income ETF share count unchanged in Q2 2026.
  • 3EDGE Dynamic Fixed Income ETF made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3EDGE Dynamic Fixed Income ETF position peaked at $105K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.