SFS
EDGF

Sowell Financial Services’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Sowell Financial Services’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 		$395K Sell
16,041
-1,876
-10% -$46.5K 0.01% 752
2026
Q1 		$443K Buy
17,917
+7,934
+79% +$196K 0.02% 678
2025
Q4 		$246K Buy
+9,983
New +$249K 0.01% 917
2025
Q3 		– Sell
-13,449
Closed -$333K – 1143
2025
Q2 		$333K Sell
13,449
-4,421
-25% -$110K 0.01% 743
2025
Q1 		$445K Buy
17,870
+4,165
+30% +$103K 0.02% 612
2024
Q4 		$336K Buy
+13,705
New +$339K 0.02% 457

Other funds holding EDGF

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Sowell Financial Services's EDGF Position: Q2 2026 in Review

Sowell Financial Services reduced its 3EDGE Dynamic Fixed Income ETF (EDGF) stake by 10% in Q2 2026, selling an estimated $46.5K and leaving 16,041 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #752.

Sowell Financial Services first reported a position in EDGF in Q4 2024 and has held it in 6 quarters since. The position peaked at $445K in Q1 2025. 3 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • Sowell Financial Services held 16,041 shares of 3EDGE Dynamic Fixed Income ETF worth $395K as of Q2 2026.
  • Sowell Financial Services sold 1,876 3EDGE Dynamic Fixed Income ETF shares in Q2 2026, an estimated $46.5K.
  • 3EDGE Dynamic Fixed Income ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #752 holding.
  • Sowell Financial Services first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Sowell Financial Services's 3EDGE Dynamic Fixed Income ETF position peaked at $445K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.