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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
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 $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 $3.12B AUM 21% 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 $4.23B AUM 20.9% 1-Year Est. Return

Atlas Wealth Partners's DYFI Position: Q1 2026 in Review

Atlas Wealth Partners increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 6.5% in Q1 2026, buying an estimated $23.1K and bringing the position to 16,450 shares worth $374K. The position accounts for 0.38% of the portfolio, ranked #39.

Atlas Wealth Partners first reported a position in DYFI in Q3 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold DYFI as of Q1 2026.

  • Atlas Wealth Partners held 16,450 shares of IDX Dynamic Fixed Income ETF worth $374K as of Q1 2026.
  • Atlas Wealth Partners bought 1,000 IDX Dynamic Fixed Income ETF shares in Q1 2026, an estimated $23.1K.
  • IDX Dynamic Fixed Income ETF made up 0.38% of Atlas Wealth Partners's portfolio in Q1 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 3 quarters since.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.