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Coldstream Capital Management’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-317
Closed -$7.13K – 1738
2025
Q1 		$7.13K Buy
+317
New +$7.15K ﹤0.01% 2525

Other funds holding DYLD

LPL Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Coldstream Capital Management's DYLD Position: Q2 2025 in Review

Coldstream Capital Management sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q2 2025, closing a stake of 317 shares — an estimated $7.13K sold.

Coldstream Capital Management first reported a position in DYLD in Q1 2025 and held it in 1 quarter. The position peaked at $7.13K in Q1 2025. 23 funds tracked by Wall St. Rank hold DYLD as of Q2 2025.

  • Coldstream Capital Management reported no remaining LeaderShares Dynamic Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 317 LeaderShares Dynamic Yield ETF shares in Q2 2025, an estimated $7.13K.
  • Coldstream Capital Management first reported a position in LeaderShares Dynamic Yield ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LeaderShares Dynamic Yield ETF position peaked at $7.13K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.