Cetera Investment Advisers’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Cetera Investment Advisers’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
2024 Q2	–	Sell	-30,257	Closed	-$682K	–	3763
2024 Q1	$682K	Sell	30,257 -2,926	-9%	-$66K	﹤0.01%	2369
2023 Q4	$752K	Buy	33,183 +183	+0.6%	+$4.04K	0.01%	1268
2023 Q3	$719K	Sell	33,000 -4,382	-12%	-$97.2K	0.01%	1237
2023 Q2	$837K	Buy	37,382 +1,201	+3%	+$27K	0.01%	1138
2023 Q1	$815K	Buy	36,181 +26	+0.1%	+$583	0.01%	1138
2022 Q4	$798K	Buy	+36,155	New	+$796K	0.01%	1098

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

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

IWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers's DYLD Position: Q2 2024 in Review

Cetera Investment Advisers sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q2 2024, closing a stake of 30,257 shares — an estimated $682K sold.

Cetera Investment Advisers first reported a position in DYLD in Q4 2022 and held it in 6 quarters. The position peaked at $837K in Q2 2023. 26 funds tracked by Wall St. Rank hold DYLD as of Q2 2024.

Cetera Investment Advisers reported no remaining LeaderShares Dynamic Yield ETF position as of Q2 2024 after selling out during the quarter.
Cetera Investment Advisers sold 30,257 LeaderShares Dynamic Yield ETF shares in Q2 2024, an estimated $682K.
Cetera Investment Advisers first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and held it in 6 quarters.
Cetera Investment Advisers's LeaderShares Dynamic Yield ETF position peaked at $837K in Q2 2023.
26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.