CreativeOne Wealth’s IDX Dynamic Innovation ETF DYNI Stock Holding History

CreativeOne Wealth’s Portfolio DYNI Stock Details DYNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-79,023	Closed	-$2.21M	–	1089
2024 Q4	$2.21M	Buy	+79,023	New	+$2.26M	0.07%	269

Other funds holding DYNI

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

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

AWS

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WCM

WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return

CreativeOne Wealth's DYNI Position: Q1 2025 in Review

CreativeOne Wealth sold out of IDX Dynamic Innovation ETF (DYNI) in Q1 2025, closing a stake of 79,023 shares — an estimated $2.21M sold.

CreativeOne Wealth first reported a position in DYNI in Q4 2024 and held it in 1 quarter. The position peaked at $2.21M in Q4 2024. 8 funds tracked by Wall St. Rank hold DYNI as of Q1 2025.

CreativeOne Wealth reported no remaining IDX Dynamic Innovation ETF position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 79,023 IDX Dynamic Innovation ETF shares in Q1 2025, an estimated $2.21M.
CreativeOne Wealth first reported a position in IDX Dynamic Innovation ETF in Q4 2024 and held it in 1 quarter.
CreativeOne Wealth's IDX Dynamic Innovation ETF position peaked at $2.21M in Q4 2024.
8 funds tracked by Wall St. Rank held IDX Dynamic Innovation ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.