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Atlas Wealth Partners’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Atlas Wealth Partners’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 		$365K Sell
16,050
-400
-2% -$9.12K 0.4% 39
2026
Q1 		$374K Buy
16,450
+1,000
+6% +$23.1K 0.38% 39
2025
Q4 		$356K Buy
15,450
+4,650
+43% +$108K 0.39% 38
2025
Q3 		$252K Buy
+10,800
New +$251K 0.26% 47

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Atlas Wealth Partners's DYFI Position: Q2 2026 in Review

Atlas Wealth Partners reduced its IDX Dynamic Fixed Income ETF (DYFI) stake by 2.4% in Q2 2026, selling an estimated $9.12K and leaving 16,050 shares worth $365K. The position accounts for 0.4% of the portfolio, ranked #39.

Atlas Wealth Partners first reported a position in DYFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $374K in Q1 2026. 19 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • Atlas Wealth Partners held 16,050 shares of IDX Dynamic Fixed Income ETF worth $365K as of Q2 2026.
  • Atlas Wealth Partners sold 400 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $9.12K.
  • IDX Dynamic Fixed Income ETF made up 0.4% of Atlas Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Atlas Wealth Partners first reported a position in IDX Dynamic Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Atlas Wealth Partners's IDX Dynamic Fixed Income ETF position peaked at $374K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.