AWM
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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

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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. 18 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.
  • 18 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.