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Bleakley Financial Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Bleakley Financial Group’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
2023
Q3 		– Sell
-55,396
Closed -$1.24M – 902
2023
Q2 		$1.24M Sell
55,396
-8,511
-13% -$191K 0.04% 361
2023
Q1 		$1.44M Sell
63,907
-5,465
-8% -$123K 0.05% 319
2022
Q4 		$1.53M Buy
+69,372
New +$1.53M 0.05% 307

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bleakley Financial Group's DYLD Position: Q3 2023 in Review

Bleakley Financial Group sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2023, closing a stake of 55,396 shares — an estimated $1.24M sold.

Bleakley Financial Group first reported a position in DYLD in Q4 2022 and held it in 3 quarters. The position peaked at $1.53M in Q4 2022. 26 funds tracked by Wall St. Rank hold DYLD as of Q3 2023.

  • Bleakley Financial Group reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 55,396 LeaderShares Dynamic Yield ETF shares in Q3 2023, an estimated $1.24M.
  • Bleakley Financial Group first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and held it in 3 quarters.
  • Bleakley Financial Group's LeaderShares Dynamic Yield ETF position peaked at $1.53M in Q4 2022.
  • 26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.