UBS Group
EDGU

UBS Group’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

UBS Group’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 		$704 Sell
22
-114
-84% -$3.48K ﹤0.01% 9751
2026
Q1 		$3.78K Buy
136
+83
+157% +$2.38K ﹤0.01% 9036
2025
Q4 		$1.51K Buy
+53
New +$1.5K ﹤0.01% 9554
2025
Q3 		– Sell
-728
Closed -$18.9K – 11193
2025
Q2 		$18.9K Buy
728
+457
+169% +$11.2K ﹤0.01% 8482
2025
Q1 		$6.58K Buy
271
+41
+18% +$1.04K ﹤0.01% 8893
2024
Q4 		$5.74K Buy
+230
New +$5.89K ﹤0.01% 8623

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

UBS Group's EDGU Position: Q2 2026 in Review

UBS Group reduced its 3EDGE Dynamic US Equity ETF (EDGU) stake by 84% in Q2 2026, selling an estimated $3.48K and leaving 22 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #9751.

UBS Group first reported a position in EDGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.9K in Q2 2025. 26 funds tracked by Wall St. Rank hold EDGU as of Q2 2026.

  • UBS Group held 22 shares of 3EDGE Dynamic US Equity ETF worth $704 as of Q2 2026.
  • UBS Group sold 114 3EDGE Dynamic US Equity ETF shares in Q2 2026, an estimated $3.48K.
  • 3EDGE Dynamic US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9751 holding.
  • UBS Group first reported a position in 3EDGE Dynamic US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • UBS Group's 3EDGE Dynamic US Equity ETF position peaked at $18.9K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q2 2026.

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