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
Q2 		$13.8K Buy
+562
New +$13.9K ﹤0.01% 8373
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 $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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group's EDGF Position: Q2 2026 in Review

UBS Group opened a new position in 3EDGE Dynamic Fixed Income ETF (EDGF) in Q2 2026: 562 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #8373 among its holdings. This is a return to the name: UBS Group previously reported a position in EDGF as recently as Q4 2025.

UBS Group first reported a position in EDGF in Q4 2024 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold EDGF as of Q2 2026.

  • UBS Group held 562 shares of 3EDGE Dynamic Fixed Income ETF worth $13.8K as of Q2 2026.
  • 3EDGE Dynamic Fixed Income ETF was a new UBS Group position in Q2 2026.
  • 3EDGE Dynamic Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8373 holding.
  • UBS Group first reported a position in 3EDGE Dynamic Fixed Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.