UBS Group
EDGH

UBS Group’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

UBS Group’s Portfolio EDGH Stock Details EDGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5K Sell
336
-712
-68% -$23.7K ﹤0.01% 8299
2025
Q4 		$31.9K Buy
1,048
+960
+1,091% +$28.6K ﹤0.01% 7491
2025
Q3 		$2.54K Sell
88
-1,191
-93% -$32.2K ﹤0.01% 9158
2025
Q2 		$33.6K Buy
1,279
+1,116
+685% +$29.2K ﹤0.01% 8083
2025
Q1 		$4.25K Sell
163
-58
-26% -$1.46K ﹤0.01% 9126
2024
Q4 		$5.27K Buy
+221
New +$5.49K ﹤0.01% 8680

Other funds holding EDGH

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

UBS Group's EDGH Position: Q1 2026 in Review

UBS Group reduced its 3EDGE Dynamic Hard Assets ETF (EDGH) stake by 68% in Q1 2026, selling an estimated $23.7K and leaving 336 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #8299.

UBS Group first reported a position in EDGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.6K in Q2 2025. 25 funds tracked by Wall St. Rank hold EDGH as of Q1 2026.

  • UBS Group held 336 shares of 3EDGE Dynamic Hard Assets ETF worth $11.5K as of Q1 2026.
  • UBS Group sold 712 3EDGE Dynamic Hard Assets ETF shares in Q1 2026, an estimated $23.7K.
  • 3EDGE Dynamic Hard Assets ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8299 holding.
  • UBS Group first reported a position in 3EDGE Dynamic Hard Assets ETF in Q4 2024 and has held it in 6 quarters since.
  • UBS Group's 3EDGE Dynamic Hard Assets ETF position peaked at $33.6K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q1 2026.

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