AE Wealth Management’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

AE Wealth Management’s Portfolio DYLD Stock Details DYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	2591
2025 Q4	–	Sell	-196	Closed	-$4.45K	–	2454
2025 Q3	$4.46K	Buy	196 +195	+19,500%	+$4.42K	﹤0.01%	2095
2025 Q2	$34	Hold	1	–	–	﹤0.01%	2149
2025 Q1	$33	Sell	1 -19	-95%	-$429	﹤0.01%	2142
2024 Q4	$459	Buy	+20	New	+$454	﹤0.01%	2076

Other funds holding DYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

AE Wealth Management held its LeaderShares Dynamic Yield ETF (DYLD) position steady in Q1 2026 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

AE Wealth Management first reported a position in DYLD in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.46K in Q3 2025. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

AE Wealth Management held 0 shares of LeaderShares Dynamic Yield ETF worth $5 as of Q1 2026.
AE Wealth Management left its LeaderShares Dynamic Yield ETF share count unchanged in Q1 2026.
LeaderShares Dynamic Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2591 holding.
AE Wealth Management first reported a position in LeaderShares Dynamic Yield ETF in Q4 2024 and has held it in 4 quarters since.
AE Wealth Management's LeaderShares Dynamic Yield ETF position peaked at $4.46K in Q3 2025.
14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

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