CWM
DYNI

Consultiva Wealth Management’s IDX Dynamic Innovation ETF DYNI Stock Holding History

Consultiva Wealth Management’s Portfolio DYNI Stock Details DYNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,614
Closed -$381K – 270
2024
Q4 		$381K Hold
13,614
– – 1.91% 9
2024
Q3 		$382K Hold
13,614
– – 3.04% 8
2024
Q2 		$392K Hold
13,614
– – 3.57% 6
2024
Q1 		$398K Buy
+13,614
New +$380K 3.73% 6

Other funds holding DYNI

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return

Consultiva Wealth Management's DYNI Position: Q1 2025 in Review

Consultiva Wealth Management sold out of IDX Dynamic Innovation ETF (DYNI) in Q1 2025, closing a stake of 13,614 shares — an estimated $381K sold.

Consultiva Wealth Management first reported a position in DYNI in Q1 2024 and held it in 4 quarters. The position peaked at $398K in Q1 2024. 8 funds tracked by Wall St. Rank hold DYNI as of Q1 2025.

  • Consultiva Wealth Management reported no remaining IDX Dynamic Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 13,614 IDX Dynamic Innovation ETF shares in Q1 2025, an estimated $381K.
  • Consultiva Wealth Management first reported a position in IDX Dynamic Innovation ETF in Q1 2024 and held it in 4 quarters.
  • Consultiva Wealth Management's IDX Dynamic Innovation ETF position peaked at $398K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held IDX Dynamic Innovation ETF as of Q1 2025.

Based on Consultiva Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.