Sowell Financial Services’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-9,440	Closed	-$302K	–	1270
2026 Q2	$302K	Buy	+9,440	New	+$288K	0.01%	869
2025 Q3	–	Sell	-7,795	Closed	-$203K	–	1144
2025 Q2	$203K	Sell	7,795 -3,835	-33%	-$93.7K	0.01%	971
2025 Q1	$282K	Sell	11,630 -3,008	-21%	-$76.1K	0.01%	789
2024 Q4	$365K	Buy	+14,638	New	+$375K	0.02%	448

Other funds holding EDGU

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sowell Financial Services's EDGU Position: Q3 2026 in Review

Sowell Financial Services sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q3 2026, closing a stake of 9,440 shares — an estimated $302K sold.

Sowell Financial Services first reported a position in EDGU in Q4 2024 and held it in 4 quarters. The position peaked at $365K in Q4 2024. 6 funds tracked by Wall St. Rank hold EDGU as of Q3 2026.

Sowell Financial Services reported no remaining 3EDGE Dynamic US Equity ETF position as of Q3 2026 after selling out during the quarter.
Sowell Financial Services sold 9,440 3EDGE Dynamic US Equity ETF shares in Q3 2026, an estimated $302K.
Sowell Financial Services first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and held it in 4 quarters.
Sowell Financial Services's 3EDGE Dynamic US Equity ETF position peaked at $365K in Q4 2024.
6 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.