UBS Group
EDGI

UBS Group’s 3EDGE Dynamic International Equity ETF EDGI Stock Holding History

UBS Group’s Portfolio EDGI Stock Details EDGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.09K Sell
109
-332
-75% -$9.84K ﹤0.01% 9143
2025
Q4 		$12.5K Buy
+441
New +$12.4K ﹤0.01% 8109
2025
Q3 		– Sell
-2,788
Closed -$72.6K – 11190
2025
Q2 		$72.6K Sell
2,788
-388
-12% -$9.59K ﹤0.01% 7485
2025
Q1 		$75.6K Buy
3,176
+193
+6% +$4.57K ﹤0.01% 7264
2024
Q4 		$68.2K Buy
+2,983
New +$71K ﹤0.01% 7105

Other funds holding EDGI

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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

UBS Group's EDGI Position: Q1 2026 in Review

UBS Group reduced its 3EDGE Dynamic International Equity ETF (EDGI) stake by 75% in Q1 2026, selling an estimated $9.84K and leaving 109 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #9143.

UBS Group first reported a position in EDGI in Q4 2024 and has held it in 5 quarters since. The position peaked at $75.6K in Q1 2025. 20 funds tracked by Wall St. Rank hold EDGI as of Q1 2026.

  • UBS Group held 109 shares of 3EDGE Dynamic International Equity ETF worth $3.09K as of Q1 2026.
  • UBS Group sold 332 3EDGE Dynamic International Equity ETF shares in Q1 2026, an estimated $9.84K.
  • 3EDGE Dynamic International Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9143 holding.
  • UBS Group first reported a position in 3EDGE Dynamic International Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's 3EDGE Dynamic International Equity ETF position peaked at $75.6K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q1 2026.

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