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CoreCap Advisors’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

CoreCap Advisors’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
2026
Q2 		$17.8K Buy
780
+4
+0.5% +$91 ﹤0.01% 1850
2026
Q1 		$17.6K Hold
776
– – ﹤0.01% 1720
2025
Q4 		$17.9K Sell
776
-125
-14% -$2.9K ﹤0.01% 1722
2025
Q3 		$21K Sell
901
-3,166
-78% -$73.6K ﹤0.01% 1655
2025
Q2 		$94.3K Hold
4,067
– – ﹤0.01% 1007
2025
Q1 		$94K Sell
4,067
-833
-17% -$19.4K ﹤0.01% 931
2024
Q4 		$114K Sell
4,900
-3,997
-45% -$94.4K 0.01% 881
2024
Q3 		$213K Buy
+8,897
New +$212K 0.01% 664

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

CoreCap Advisors's DYFI Position: Q2 2026 in Review

CoreCap Advisors increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 0.52% in Q2 2026, buying an estimated $91 and bringing the position to 780 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

CoreCap Advisors first reported a position in DYFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $213K in Q3 2024. 18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • CoreCap Advisors held 780 shares of IDX Dynamic Fixed Income ETF worth $17.8K as of Q2 2026.
  • CoreCap Advisors bought 4 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $91.
  • IDX Dynamic Fixed Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1850 holding.
  • CoreCap Advisors first reported a position in IDX Dynamic Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • CoreCap Advisors's IDX Dynamic Fixed Income ETF position peaked at $213K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.