SAM
EDGF

Secure Asset Management’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Secure Asset Management’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
Q2 		– Sell
-9,916
Closed -$247K – 365
2025
Q1 		$247K Buy
+9,916
New +$245K 0.05% 261

Other funds holding EDGF

BCI
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 22.96% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Secure Asset Management's EDGF Position: Q2 2025 in Review

Secure Asset Management sold out of 3EDGE Dynamic Fixed Income ETF (EDGF) in Q2 2025, closing a stake of 9,916 shares — an estimated $247K sold.

Secure Asset Management first reported a position in EDGF in Q1 2025 and held it in 1 quarter. The position peaked at $247K in Q1 2025. 23 funds tracked by Wall St. Rank hold EDGF as of Q2 2025.

  • Secure Asset Management reported no remaining 3EDGE Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 9,916 3EDGE Dynamic Fixed Income ETF shares in Q2 2025, an estimated $247K.
  • Secure Asset Management first reported a position in 3EDGE Dynamic Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Secure Asset Management's 3EDGE Dynamic Fixed Income ETF position peaked at $247K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.