PFG
EDGF

Pacific Financial Group’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Pacific Financial Group’s Portfolio EDGF Stock Details EDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Buy
65,391
+32,198
+97% +$797K 0.87% 29
2025
Q4 		$818K Buy
+33,193
New +$827K 0.45% 45

Other funds holding EDGF

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pacific Financial Group's EDGF Position: Q1 2026 in Review

Pacific Financial Group increased its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 97% in Q1 2026, buying an estimated $797K and bringing the position to 65,391 shares worth $1.62M. The position accounts for 0.87% of the portfolio, ranked #29.

Pacific Financial Group first reported a position in EDGF in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold EDGF as of Q1 2026.

  • Pacific Financial Group held 65,391 shares of 3EDGE Dynamic Fixed Income ETF worth $1.62M as of Q1 2026.
  • Pacific Financial Group bought 32,198 3EDGE Dynamic Fixed Income ETF shares in Q1 2026, an estimated $797K.
  • 3EDGE Dynamic Fixed Income ETF made up 0.87% of Pacific Financial Group's portfolio in Q1 2026, its #29 holding.
  • Pacific Financial Group first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.