MSWM
EDGH

Mowery & Schoenfeld Wealth Management’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$41.7K Hold
1,312
– – 0.06% 149
2026
Q1 		$44.9K Buy
+1,312
New +$43.6K 0.07% 130
2025
Q4 		– Sell
-427
Closed -$12.3K – 505
2025
Q3 		$12.3K Sell
427
-1,951
-82% -$52.8K 0.02% 206
2025
Q2 		$62.6K Buy
+2,378
New +$62.3K 0.1% 107

Other funds holding EDGH

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
Cambridge Investment Research Advisors
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
SB
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management held its 3EDGE Dynamic Hard Assets ETF (EDGH) position steady in Q2 2026 at 1,312 shares worth $41.7K. The position accounts for 0.06% of the portfolio, ranked #149.

Mowery & Schoenfeld Wealth Management first reported a position in EDGH in Q2 2025 and has held it in 4 quarters since. The position peaked at $62.6K in Q2 2025. 25 funds tracked by Wall St. Rank hold EDGH as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,312 shares of 3EDGE Dynamic Hard Assets ETF worth $41.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its 3EDGE Dynamic Hard Assets ETF share count unchanged in Q2 2026.
  • 3EDGE Dynamic Hard Assets ETF made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic Hard Assets ETF in Q2 2025 and has held it in 4 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3EDGE Dynamic Hard Assets ETF position peaked at $62.6K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q2 2026.

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