CoreCap Advisors’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

CoreCap Advisors’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
2024 Q3	–	Sell	-1,167	Closed	-$26.2K	–	2671
2024 Q2	$26.2K	Buy	+1,167	New	+$26.2K	﹤0.01%	817

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

IWM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GVAG

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

CoreCap Advisors's DYLD Position: Q3 2024 in Review

CoreCap Advisors sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2024, closing a stake of 1,167 shares — an estimated $26.2K sold.

CoreCap Advisors first reported a position in DYLD in Q2 2024 and held it in 1 quarter. The position peaked at $26.2K in Q2 2024. 23 funds tracked by Wall St. Rank hold DYLD as of Q3 2024.

CoreCap Advisors reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2024 after selling out during the quarter.
CoreCap Advisors sold 1,167 LeaderShares Dynamic Yield ETF shares in Q3 2024, an estimated $26.2K.
CoreCap Advisors first reported a position in LeaderShares Dynamic Yield ETF in Q2 2024 and held it in 1 quarter.
CoreCap Advisors's LeaderShares Dynamic Yield ETF position peaked at $26.2K in Q2 2024.
23 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.