AWM
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AE Wealth Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

AE Wealth Management’s Portfolio DYFI Stock Details DYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.84K Hold
389
– – ﹤0.01% 2294
2025
Q4 		$8.97K Hold
389
– – ﹤0.01% 2150
2025
Q3 		$9.07K Buy
+389
New +$9.04K ﹤0.01% 2008

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $163M AUM 16.99% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AE Wealth Management's DYFI Position: Q1 2026 in Review

AE Wealth Management held its IDX Dynamic Fixed Income ETF (DYFI) position steady in Q1 2026 at 389 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

AE Wealth Management first reported a position in DYFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.07K in Q3 2025. 18 funds tracked by Wall St. Rank hold DYFI as of Q1 2026.

  • AE Wealth Management held 389 shares of IDX Dynamic Fixed Income ETF worth $8.84K as of Q1 2026.
  • AE Wealth Management left its IDX Dynamic Fixed Income ETF share count unchanged in Q1 2026.
  • IDX Dynamic Fixed Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2294 holding.
  • AE Wealth Management first reported a position in IDX Dynamic Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's IDX Dynamic Fixed Income ETF position peaked at $9.07K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.