MSWM
EDGU

Mowery & Schoenfeld Wealth Management’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q2 		$30.8K Hold
963
– – 0.04% 164
2026
Q1 		$26.8K Buy
+963
New +$27.7K 0.04% 159
2025
Q4 		– Sell
-484
Closed -$13.5K – 504
2025
Q3 		$13.5K Sell
484
-2,156
-82% -$57.7K 0.02% 198
2025
Q2 		$68.7K Buy
+2,640
New +$64.5K 0.1% 99

Other funds holding EDGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management held its 3EDGE Dynamic US Equity ETF (EDGU) position steady in Q2 2026 at 963 shares worth $30.8K. The position accounts for 0.04% of the portfolio, ranked #164.

Mowery & Schoenfeld Wealth Management first reported a position in EDGU in Q2 2025 and has held it in 4 quarters since. The position peaked at $68.7K in Q2 2025. 14 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 963 shares of 3EDGE Dynamic US Equity ETF worth $30.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its 3EDGE Dynamic US Equity ETF share count unchanged in Q2 2026.
  • 3EDGE Dynamic US Equity ETF made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3EDGE Dynamic US Equity ETF position peaked at $68.7K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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