UBS Group
EDGF

UBS Group’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

UBS Group’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
Q1 		– Sell
-292
Closed -$7.2K – 11417
2025
Q4 		$7.2K Buy
292
+291
+29,100% +$7.25K ﹤0.01% 8465
2025
Q3 		$25 Buy
+1
New +$25 ﹤0.01% 10113
2025
Q1 		– Sell
-128
Closed -$3.13K – 10890
2024
Q4 		$3.13K Buy
+128
New +$3.16K ﹤0.01% 8929

Other funds holding EDGF

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group's EDGF Position: Q1 2026 in Review

UBS Group sold out of 3EDGE Dynamic Fixed Income ETF (EDGF) in Q1 2026, closing a stake of 292 shares — an estimated $7.2K sold.

UBS Group first reported a position in EDGF in Q4 2024 and held it in 3 quarters. The position peaked at $7.2K in Q4 2025. 33 funds tracked by Wall St. Rank hold EDGF as of Q1 2026.

  • UBS Group reported no remaining 3EDGE Dynamic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 292 3EDGE Dynamic Fixed Income ETF shares in Q1 2026, an estimated $7.2K.
  • UBS Group first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's 3EDGE Dynamic Fixed Income ETF position peaked at $7.2K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.