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 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Coppell Advisory Solutions's DYLD Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q1 2026, closing a stake of 9,620 shares — an estimated $218K sold.

Coppell Advisory Solutions first reported a position in DYLD in Q4 2022 and held it in 12 quarters. The position peaked at $785K in Q2 2023. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

Coppell Advisory Solutions reported no remaining LeaderShares Dynamic Yield ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 9,620 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $218K.
Coppell Advisory Solutions first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and held it in 12 quarters.
Coppell Advisory Solutions's LeaderShares Dynamic Yield ETF position peaked at $785K in Q2 2023.
14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.