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
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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management opened a new position in 3EDGE Dynamic Hard Assets ETF (EDGH) in Q1 2026: 1,312 shares worth $44.9K. The stake represents 0.07% of the portfolio and ranks #130 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in EDGH as recently as Q3 2025.

Mowery & Schoenfeld Wealth Management first reported a position in EDGH in Q2 2025 and has held it in 3 quarters since. The position peaked at $62.6K in Q2 2025. 25 funds tracked by Wall St. Rank hold EDGH as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 1,312 shares of 3EDGE Dynamic Hard Assets ETF worth $44.9K as of Q1 2026.
  • 3EDGE Dynamic Hard Assets ETF was a new Mowery & Schoenfeld Wealth Management position in Q1 2026.
  • 3EDGE Dynamic Hard Assets ETF made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic Hard Assets ETF in Q2 2025 and has held it in 3 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 Q1 2026.

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