CreativeOne Wealth’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

CreativeOne Wealth’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 Q3	$1.83M	Buy	+82,404	New	+$1.86M	0.04%	396

Other funds holding DYFI

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $102M AUM 10.36% 1-Year Est. Return

WealthTrak Capital Management Virginia Beach, Virginia $158M AUM 12.25% 1-Year Est. Return

International Private Wealth Advisors San Diego, California $239M AUM 11.26% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

CreativeOne Wealth's DYFI Position: Q3 2026 in Review

CreativeOne Wealth opened a new position in IDX Dynamic Fixed Income ETF (DYFI) in Q3 2026: 82,404 shares worth $1.83M. The stake represents 0.04% of the portfolio and ranks #396 among its holdings.

17 funds tracked by Wall St. Rank hold DYFI as of Q3 2026.

CreativeOne Wealth held 82,404 shares of IDX Dynamic Fixed Income ETF worth $1.83M as of Q3 2026.
IDX Dynamic Fixed Income ETF was a new CreativeOne Wealth position in Q3 2026.
IDX Dynamic Fixed Income ETF made up 0.04% of CreativeOne Wealth's portfolio in Q3 2026, its #396 holding.
17 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q3 2026.

Based on CreativeOne Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.