Simplicity Wealth’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Simplicity Wealth’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 Q3	$256K	Buy	+10,528	New	+$259K	0.01%	931

Other funds holding EDGF

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Simplicity Wealth's EDGF Position: Q3 2026 in Review

Simplicity Wealth opened a new position in 3EDGE Dynamic Fixed Income ETF (EDGF) in Q3 2026: 10,528 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #931 among its holdings.

8 funds tracked by Wall St. Rank hold EDGF as of Q3 2026.

Simplicity Wealth held 10,528 shares of 3EDGE Dynamic Fixed Income ETF worth $256K as of Q3 2026.
3EDGE Dynamic Fixed Income ETF was a new Simplicity Wealth position in Q3 2026.
3EDGE Dynamic Fixed Income ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #931 holding.
8 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.