SFS
EDGU

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
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

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
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

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

Sowell Financial Services opened a new position in 3EDGE Dynamic US Equity ETF (EDGU) in Q2 2026: 9,440 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in EDGU as recently as Q2 2025.

Sowell Financial Services first reported a position in EDGU in Q4 2024 and has held it in 4 quarters since. The position peaked at $365K in Q4 2024. 26 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • Sowell Financial Services held 9,440 shares of 3EDGE Dynamic US Equity ETF worth $302K as of Q2 2026.
  • 3EDGE Dynamic US Equity ETF was a new Sowell Financial Services position in Q2 2026.
  • 3EDGE Dynamic US Equity ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #869 holding.
  • Sowell Financial Services first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Sowell Financial Services's 3EDGE Dynamic US Equity ETF position peaked at $365K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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