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Columbia Advisory Partners’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Columbia Advisory Partners’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
2025
Q1 		– Sell
-55,713
Closed -$1.3M – 73
2024
Q4 		$1.3M Sell
55,713
-2,013
-3% -$47.5K 1.21% 21
2024
Q3 		$1.38M Sell
57,726
-25,973
-31% -$619K 1.31% 15
2024
Q2 		$2M Buy
+83,699
New +$2.03M 1.95% 10

Other funds holding DYFI

AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Columbia Advisory Partners's DYFI Position: Q1 2025 in Review

Columbia Advisory Partners sold out of IDX Dynamic Fixed Income ETF (DYFI) in Q1 2025, closing a stake of 55,713 shares — an estimated $1.3M sold.

Columbia Advisory Partners first reported a position in DYFI in Q2 2024 and held it in 3 quarters. The position peaked at $2M in Q2 2024. 17 funds tracked by Wall St. Rank hold DYFI as of Q1 2025.

  • Columbia Advisory Partners reported no remaining IDX Dynamic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Columbia Advisory Partners sold 55,713 IDX Dynamic Fixed Income ETF shares in Q1 2025, an estimated $1.3M.
  • Columbia Advisory Partners first reported a position in IDX Dynamic Fixed Income ETF in Q2 2024 and held it in 3 quarters.
  • Columbia Advisory Partners's IDX Dynamic Fixed Income ETF position peaked at $2M in Q2 2024.
  • 17 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q1 2025.

Based on Columbia Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.