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

Atria Wealth Solutions’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
2025 Q2	$876K	Sell	38,727 -58,196	-60%	-$1.31M	0.02%	691
2025 Q1	$2.19M	Sell	96,923 -4,806	-5%	-$108K	0.03%	602
2024 Q4	$2.28M	Sell	101,729 -8,849	-8%	-$201K	0.03%	600
2024 Q3	$2.55M	Sell	110,578 -5,443	-5%	-$124K	0.03%	545
2024 Q2	$2.61M	Sell	116,021 -2,052	-2%	-$46K	0.03%	544
2024 Q1	$2.67M	Sell	118,073 -9,401	-7%	-$212K	0.03%	537
2023 Q4	$2.89M	Sell	127,474 -6,831	-5%	-$151K	0.04%	477
2023 Q3	$2.93M	Sell	134,305 -12,604	-9%	-$280K	0.04%	442
2023 Q2	$3.29M	Buy	146,909 +2,039	+1%	+$45.8K	0.04%	406
2023 Q1	$3.27M	Buy	144,870 +2,964	+2%	+$66.5K	0.05%	384
2022 Q4	$3.13M	Buy	141,906 +15,066	+12%	+$332K	0.05%	366
2022 Q3	$2.75M	Buy	126,840 +36,681	+41%	+$828K	0.05%	379
2022 Q2	$2.03M	Buy	90,159 +62,811	+230%	+$1.43M	0.04%	444
2022 Q1	$639K	Buy	+27,348	New	+$653K	0.01%	930

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

IWM

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Atria Wealth Solutions's DYLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 60% in Q2 2025, selling an estimated $1.31M and leaving 38,727 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #691.

Atria Wealth Solutions first reported a position in DYLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.29M in Q2 2023. 23 funds tracked by Wall St. Rank hold DYLD as of Q2 2025.

Atria Wealth Solutions held 38,727 shares of LeaderShares Dynamic Yield ETF worth $876K as of Q2 2025.
Atria Wealth Solutions sold 58,196 LeaderShares Dynamic Yield ETF shares in Q2 2025, an estimated $1.31M.
LeaderShares Dynamic Yield ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #691 holding.
Atria Wealth Solutions first reported a position in LeaderShares Dynamic Yield ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's LeaderShares Dynamic Yield ETF position peaked at $3.29M in Q2 2023.
23 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.