Coppell Advisory Solutions’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Coppell Advisory Solutions’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
2026 Q2	$216K	Buy	+9,620	New	+$216K	0.02%	425
2026 Q1	–	Sell	-9,620	Closed	-$218K	–	95
2025 Q4	$218K	Sell	9,620 -518	-5%	-$11.8K	0.02%	369
2025 Q3	$230K	Sell	10,138 -121	-1%	-$2.74K	0.02%	366
2025 Q2	$231K	Sell	10,259 -4,529	-31%	-$102K	0.03%	332
2025 Q1	$333K	Sell	14,788 -6,816	-32%	-$154K	0.05%	251
2024 Q4	$485K	Sell	21,604 -2,771	-11%	-$63K	0.07%	174
2024 Q3	$559K	Buy	24,375 +4,931	+25%	+$112K	0.08%	160
2024 Q2	$436K	Buy	+19,444	New	+$436K	0.07%	164
2023 Q4	$584K	Sell	25,776 -3,351	-12%	-$74K	0.12%	149
2023 Q3	$643K	Sell	29,127 -6,028	-17%	-$134K	0.22%	99
2023 Q2	$785K	Buy	35,155 +5,526	+19%	+$124K	0.22%	99
2023 Q1	$666K	Buy	29,629 +502	+2%	+$11.3K	0.22%	109
2022 Q4	$643K	Buy	+29,127	New	+$641K	0.22%	101

Other funds holding DYLD

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Coppell Advisory Solutions's DYLD Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q2 2026: 9,620 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DYLD as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in DYLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $785K in Q2 2023. 15 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

Coppell Advisory Solutions held 9,620 shares of LeaderShares Dynamic Yield ETF worth $216K as of Q2 2026.
LeaderShares Dynamic Yield ETF was a new Coppell Advisory Solutions position in Q2 2026.
LeaderShares Dynamic Yield ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #425 holding.
Coppell Advisory Solutions first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's LeaderShares Dynamic Yield ETF position peaked at $785K in Q2 2023.
15 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.