Orion Portfolio Solutions’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$27.9M	Buy	+1,150,496	New	+$29.1M	0.27%	66

Other funds holding EDGU

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Orion Portfolio Solutions's EDGU Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in 3EDGE Dynamic US Equity ETF (EDGU) in Q1 2025: 1,150,496 shares worth $27.9M. The stake represents 0.27% of the portfolio and ranks #66 among its holdings.

16 funds tracked by Wall St. Rank hold EDGU as of Q1 2025.

Orion Portfolio Solutions held 1,150,496 shares of 3EDGE Dynamic US Equity ETF worth $27.9M as of Q1 2025.
3EDGE Dynamic US Equity ETF was a new Orion Portfolio Solutions position in Q1 2025.
3EDGE Dynamic US Equity ETF made up 0.27% of Orion Portfolio Solutions's portfolio in Q1 2025, its #66 holding.
16 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.