SAI
EDGF

Savvy Advisors Inc’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Savvy Advisors Inc’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
2025
Q4 		– Sell
-39,195
Closed -$974K – 1090
2025
Q3 		$974K Buy
+39,195
New +$975K 0.04% 273

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
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savvy Advisors Inc's EDGF Position: Q4 2025 in Review

Savvy Advisors Inc sold out of 3EDGE Dynamic Fixed Income ETF (EDGF) in Q4 2025, closing a stake of 39,195 shares — an estimated $974K sold.

Savvy Advisors Inc first reported a position in EDGF in Q3 2025 and held it in 1 quarter. The position peaked at $974K in Q3 2025. 30 funds tracked by Wall St. Rank hold EDGF as of Q4 2025.

  • Savvy Advisors Inc reported no remaining 3EDGE Dynamic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 39,195 3EDGE Dynamic Fixed Income ETF shares in Q4 2025, an estimated $974K.
  • Savvy Advisors Inc first reported a position in 3EDGE Dynamic Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's 3EDGE Dynamic Fixed Income ETF position peaked at $974K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.