Osaic Holdings’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Osaic Holdings’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 Q3	$21.9M	Sell	696,069 -511,636	-42%	-$16.2M	0.03%	629
2026 Q2	$38.6M	Buy	1,207,705 +625,615	+107%	+$19.1M	0.05%	420
2026 Q1	$16.2M	Buy	582,090 +193,397	+50%	+$5.55M	0.02%	657
2025 Q4	$11.1M	Sell	388,693 -88,413	-19%	-$2.5M	0.02%	870
2025 Q3	$13.3M	Sell	477,106 -83,029	-15%	-$2.22M	0.02%	835
2025 Q2	$14.6M	Buy	560,135 +560,124	+5,092,036%	+$13.7M	0.03%	632
2025 Q1	$267	Sell	11 -820,420	-100%	-$20.8M	﹤0.01%	7126
2024 Q4	$20.1M	Buy	+820,431	New	+$21M	0.05%	402

Other funds holding EDGU

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Potomac Fund Management Miami, Florida $4.83B AUM 14.05% 1-Year Est. Return

AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings's EDGU Position: Q3 2026 in Review

Osaic Holdings reduced its 3EDGE Dynamic US Equity ETF (EDGU) stake by 42% in Q3 2026, selling an estimated $16.2M and leaving 696,069 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #629.

Osaic Holdings first reported a position in EDGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $38.6M in Q2 2026. 18 funds tracked by Wall St. Rank hold EDGU as of Q3 2026.

Osaic Holdings held 696,069 shares of 3EDGE Dynamic US Equity ETF worth $21.9M as of Q3 2026.
Osaic Holdings sold 511,636 3EDGE Dynamic US Equity ETF shares in Q3 2026, an estimated $16.2M.
3EDGE Dynamic US Equity ETF made up 0.03% of Osaic Holdings's portfolio in Q3 2026, its #629 holding.
Osaic Holdings first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 8 quarters since.
Osaic Holdings's 3EDGE Dynamic US Equity ETF position peaked at $38.6M in Q2 2026.
18 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.