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Cooper Financial Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Cooper Financial Group’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
2022
Q3 		– Sell
-59,270
Closed -$1.33M – 266
2022
Q2 		$1.33M Buy
+59,270
New +$1.35M 0.48% 56
2022
Q1 		– Sell
-53,141
Closed -$1.34M – 257
2021
Q4 		$1.34M Buy
+53,141
New +$1.33M 0.5% 49

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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 $4.7B AUM 25.67% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cooper Financial Group's DYLD Position: Q3 2022 in Review

Cooper Financial Group sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2022, closing a stake of 59,270 shares — an estimated $1.33M sold.

Cooper Financial Group first reported a position in DYLD in Q4 2021 and held it in 2 quarters. The position peaked at $1.34M in Q4 2021. 16 funds tracked by Wall St. Rank hold DYLD as of Q3 2022.

  • Cooper Financial Group reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 59,270 LeaderShares Dynamic Yield ETF shares in Q3 2022, an estimated $1.33M.
  • Cooper Financial Group first reported a position in LeaderShares Dynamic Yield ETF in Q4 2021 and held it in 2 quarters.
  • Cooper Financial Group's LeaderShares Dynamic Yield ETF position peaked at $1.34M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2022.

Based on Cooper Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.