SGFG
EDGU

Silver Grove Financial Group’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Silver Grove Financial 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 		$1.28M Buy
40,137
+22,030
+122% +$673K 0.7% 30
2026
Q1 		$503K Buy
18,107
+6,649
+58% +$191K 0.4% 56
2025
Q4 		$326K Sell
11,458
-2,699
-19% -$76.4K 0.28% 73
2025
Q3 		$396K Buy
+14,157
New +$379K 0.38% 65

Other funds holding EDGU

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

Silver Grove Financial Group increased its 3EDGE Dynamic US Equity ETF (EDGU) stake by 122% in Q2 2026, buying an estimated $673K and bringing the position to 40,137 shares worth $1.28M. The position accounts for 0.7% of the portfolio, ranked #30.

Silver Grove Financial Group first reported a position in EDGU in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Silver Grove Financial Group held 40,137 shares of 3EDGE Dynamic US Equity ETF worth $1.28M as of Q2 2026.
  • Silver Grove Financial Group bought 22,030 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $673K.
  • 3EDGE Dynamic US Equity ETF made up 0.7% of Silver Grove Financial Group's portfolio in Q2 2026, its #30 holding.
  • Silver Grove Financial Group first reported a position in 3EDGE Dynamic US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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