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Ashton Thomas Private Wealth’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Ashton Thomas Private Wealth’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
Q2 		$446K Sell
19,592
-7,996
-29% -$182K 0.01% 824
2026
Q1 		$627K Buy
27,588
+11,293
+69% +$260K 0.01% 668
2025
Q4 		$376K Sell
16,295
-2,257
-12% -$52.4K 0.01% 748
2025
Q3 		$433K Sell
18,552
-8
-0% -$186 0.01% 678
2025
Q2 		$430K Sell
18,560
-245
-1% -$5.62K 0.02% 619
2025
Q1 		$434K Buy
18,805
+1,487
+9% +$34.6K 0.02% 584
2024
Q4 		$403K Sell
17,318
-11,031
-39% -$260K 0.02% 577
2024
Q3 		$679K Sell
28,349
-24,170
-46% -$576K 0.04% 395
2024
Q2 		$1.25M Sell
52,519
-29,761
-36% -$723K 0.07% 272
2024
Q1 		$2.05M Buy
+82,280
New +$2.05M 0.12% 200

Other funds holding DYFI

AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ashton Thomas Private Wealth's DYFI Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its IDX Dynamic Fixed Income ETF (DYFI) stake by 29% in Q2 2026, selling an estimated $182K and leaving 19,592 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #824.

Ashton Thomas Private Wealth first reported a position in DYFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q1 2024. 11 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • Ashton Thomas Private Wealth held 19,592 shares of IDX Dynamic Fixed Income ETF worth $446K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 7,996 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $182K.
  • IDX Dynamic Fixed Income ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #824 holding.
  • Ashton Thomas Private Wealth first reported a position in IDX Dynamic Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Ashton Thomas Private Wealth's IDX Dynamic Fixed Income ETF position peaked at $2.05M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.