SFS
EDGI

Sowell Financial Services’s 3EDGE Dynamic International Equity ETF EDGI Stock Holding History

Sowell Financial Services’s Portfolio EDGI Stock Details EDGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,479
Closed -$240K – 1239
2026
Q1 		$240K Sell
8,479
-11,101
-57% -$329K 0.01% 932
2025
Q4 		$556K Buy
19,580
+1,956
+11% +$54.9K 0.02% 613
2025
Q3 		$489K Buy
17,624
+5,396
+44% +$144K 0.02% 638
2025
Q2 		$319K Buy
+12,228
New +$302K 0.01% 757

Other funds holding EDGI

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
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MSWM
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $73.4M AUM 34.46% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Sowell Financial Services sold out of 3EDGE Dynamic International Equity ETF (EDGI) in Q2 2026, closing a stake of 8,479 shares — an estimated $240K sold.

Sowell Financial Services first reported a position in EDGI in Q2 2025 and held it in 4 quarters. The position peaked at $556K in Q4 2025. 10 funds tracked by Wall St. Rank hold EDGI as of Q2 2026.

  • Sowell Financial Services reported no remaining 3EDGE Dynamic International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 8,479 3EDGE Dynamic International Equity ETF shares in Q2 2026, an estimated $240K.
  • Sowell Financial Services first reported a position in 3EDGE Dynamic International Equity ETF in Q2 2025 and held it in 4 quarters.
  • Sowell Financial Services's 3EDGE Dynamic International Equity ETF position peaked at $556K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q2 2026.

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