Axxcess Wealth Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Axxcess Wealth Management’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	$967K	Sell	42,470 -1,077	-2%	-$24.6K	0.02%	544
2026 Q1	$990K	Buy	43,547 +2,548	+6%	+$58.8K	0.03%	242
2025 Q4	$946K	Sell	40,999 -18,453	-31%	-$428K	0.02%	525
2025 Q3	$1.39M	Sell	59,452 -3,686	-6%	-$85.7K	0.03%	382
2025 Q2	$1.46M	Sell	63,138 -8,051	-11%	-$185K	0.03%	343
2025 Q1	$1.64M	Buy	71,189 +1,038	+1%	+$24.2K	0.04%	293
2024 Q4	$1.63M	Sell	70,151 -6,270	-8%	-$148K	0.04%	317
2024 Q3	$1.83M	Sell	76,421 -5,069	-6%	-$121K	0.04%	284
2024 Q2	$1.94M	Sell	81,490 -44,143	-35%	-$1.07M	0.05%	256
2024 Q1	$3.13M	Buy	+125,633	New	+$3.13M	0.09%	183

Other funds holding DYFI

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Axxcess Wealth Management's DYFI Position: Q2 2026 in Review

Axxcess Wealth Management reduced its IDX Dynamic Fixed Income ETF (DYFI) stake by 2.5% in Q2 2026, selling an estimated $24.6K and leaving 42,470 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #544.

Axxcess Wealth Management first reported a position in DYFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.13M in Q1 2024. 11 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

Axxcess Wealth Management held 42,470 shares of IDX Dynamic Fixed Income ETF worth $967K as of Q2 2026.
Axxcess Wealth Management sold 1,077 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $24.6K.
IDX Dynamic Fixed Income ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #544 holding.
Axxcess Wealth Management first reported a position in IDX Dynamic Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
Axxcess Wealth Management's IDX Dynamic Fixed Income ETF position peaked at $3.13M in Q1 2024.
11 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.