Atria Wealth Solutions’s IDX Dynamic Innovation ETF DYNI Stock Holding History

Atria Wealth Solutions’s Portfolio DYNI Stock Details DYNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,645	Closed	-$430K	–	1573
2025 Q1	$430K	Sell	16,645 -816	-5%	-$22.7K	0.01%	1268
2024 Q4	$489K	Sell	17,461 -2,730	-14%	-$78K	0.01%	1291
2024 Q3	$567K	Sell	20,191 -86,914	-81%	-$2.44M	0.01%	1184
2024 Q2	$3.08M	Sell	107,105 -85,896	-45%	-$2.4M	0.03%	482
2024 Q1	$5.65M	Buy	+193,001	New	+$5.38M	0.06%	306

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

Atria Wealth Solutions sold out of IDX Dynamic Innovation ETF (DYNI) in Q2 2025, closing a stake of 16,645 shares — an estimated $430K sold.

Atria Wealth Solutions first reported a position in DYNI in Q1 2024 and held it in 5 quarters. The position peaked at $5.65M in Q1 2024. 0 funds tracked by Wall St. Rank hold DYNI as of Q2 2025.

Atria Wealth Solutions reported no remaining IDX Dynamic Innovation ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 16,645 IDX Dynamic Innovation ETF shares in Q2 2025, an estimated $430K.
Atria Wealth Solutions first reported a position in IDX Dynamic Innovation ETF in Q1 2024 and held it in 5 quarters.
Atria Wealth Solutions's IDX Dynamic Innovation ETF position peaked at $5.65M in Q1 2024.
0 funds tracked by Wall St. Rank held IDX Dynamic Innovation ETF as of Q2 2025.

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