SGFG
EDGF

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

Silver Grove 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
Q2 		$5.7M Sell
231,440
-23,425
-9% -$581K 3.09% 4
2026
Q1 		$6.3M Buy
254,865
+76,913
+43% +$1.9M 5.07% 3
2025
Q4 		$4.39M Buy
177,952
+57,832
+48% +$1.44M 3.8% 6
2025
Q3 		$2.98M Buy
+120,120
New +$2.99M 2.83% 8

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
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Silver Grove Financial Group's EDGF Position: Q2 2026 in Review

Silver Grove Financial Group reduced its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 9.2% in Q2 2026, selling an estimated $581K and leaving 231,440 shares worth $5.7M. The position accounts for 3.09% of the portfolio, ranked #4.

Silver Grove Financial Group first reported a position in EDGF in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.3M in Q1 2026. 34 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • Silver Grove Financial Group held 231,440 shares of 3EDGE Dynamic Fixed Income ETF worth $5.7M as of Q2 2026.
  • Silver Grove Financial Group sold 23,425 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $581K.
  • 3EDGE Dynamic Fixed Income ETF made up 3.09% of Silver Grove Financial Group's portfolio in Q2 2026, its #4 holding.
  • Silver Grove Financial Group first reported a position in 3EDGE Dynamic Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's 3EDGE Dynamic Fixed Income ETF position peaked at $6.3M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.