Private Advisor Group
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Private Advisor Group’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Private Advisor Group’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 		– Sell
-25,131
Closed -$698K – 2945
2026
Q1 		$698K Sell
25,131
-2,407
-9% -$69.1K ﹤0.01% 1655
2025
Q4 		$784K Sell
27,538
-3,523
-11% -$100K ﹤0.01% 1549
2025
Q3 		$868K Buy
+31,061
New +$831K ﹤0.01% 1445

Other funds holding EDGU

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AMG Asset Management Group
AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Silver Grove Financial Group
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

Private Advisor Group's EDGU Position: Q2 2026 in Review

Private Advisor Group sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2026, closing a stake of 25,131 shares — an estimated $698K sold.

Private Advisor Group first reported a position in EDGU in Q3 2025 and held it in 3 quarters. The position peaked at $868K in Q3 2025. 27 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Private Advisor Group reported no remaining 3EDGE Dynamic US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 25,131 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $698K.
  • Private Advisor Group first reported a position in 3EDGE Dynamic US Equity ETF in Q3 2025 and held it in 3 quarters.
  • Private Advisor Group's 3EDGE Dynamic US Equity ETF position peaked at $868K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.