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Claro Advisors’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Claro Advisors’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
-11,948
Closed -$268K – 377
2023
Q2 		$268K Sell
11,948
-2,098
-15% -$47.1K 0.07% 278
2023
Q1 		$317K Buy
+14,046
New +$315K 0.09% 244

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

Claro Advisors's DYLD Position: Q3 2023 in Review

Claro Advisors sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2023, closing a stake of 11,948 shares — an estimated $268K sold.

Claro Advisors first reported a position in DYLD in Q1 2023 and held it in 2 quarters. The position peaked at $317K in Q1 2023. 26 funds tracked by Wall St. Rank hold DYLD as of Q3 2023.

  • Claro Advisors reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 11,948 LeaderShares Dynamic Yield ETF shares in Q3 2023, an estimated $268K.
  • Claro Advisors first reported a position in LeaderShares Dynamic Yield ETF in Q1 2023 and held it in 2 quarters.
  • Claro Advisors's LeaderShares Dynamic Yield ETF position peaked at $317K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.