Atria Wealth Solutions’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Sell
38,727
-58,196
-60% -$1.32M 0.02% 690
2025
Q1
$2.19M Sell
96,923
-4,806
-5% -$109K 0.03% 598
2024
Q4
$2.28M Sell
101,729
-8,849
-8% -$199K 0.03% 597
2024
Q3
$2.55M Sell
110,578
-5,443
-5% -$125K 0.03% 542
2024
Q2
$2.61M Sell
116,021
-2,052
-2% -$46.2K 0.03% 542
2024
Q1
$2.67M Sell
118,073
-9,401
-7% -$213K 0.03% 535
2023
Q4
$2.89M Sell
127,474
-6,831
-5% -$155K 0.04% 474
2023
Q3
$2.93M Sell
134,305
-12,604
-9% -$275K 0.04% 441
2023
Q2
$3.29M Buy
146,909
+2,039
+1% +$45.7K 0.04% 405
2023
Q1
$3.27M Buy
144,870
+2,964
+2% +$67K 0.05% 384
2022
Q4
$3.13M Buy
141,906
+15,066
+12% +$333K 0.05% 366
2022
Q3
$2.75M Buy
126,840
+36,681
+41% +$796K 0.05% 377
2022
Q2
$2.03M Buy
90,159
+62,811
+230% +$1.41M 0.04% 428
2022
Q1
$639K Buy
+27,348
New +$639K 0.01% 930