DAS
SMDY

Dynamic Advisor Solutions’s Syntax Stratified MidCap ETF SMDY Stock Holding History

Dynamic Advisor Solutions’s Portfolio SMDY Stock Details SMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,300
Closed -$210K – 973
2023
Q4 		$210K Sell
5,300
-1,185
-18% -$44.3K 0.01% 826
2023
Q3 		$239K Buy
6,485
+522
+9% +$20.1K 0.01% 726
2023
Q2 		$231K Buy
+5,963
New +$219K 0.01% 696

Other funds holding SMDY

VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Advisor Solutions's SMDY Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of Syntax Stratified MidCap ETF (SMDY) in Q1 2024, closing a stake of 5,300 shares — an estimated $210K sold.

Dynamic Advisor Solutions first reported a position in SMDY in Q2 2023 and held it in 3 quarters. The position peaked at $239K in Q3 2023. 5 funds tracked by Wall St. Rank hold SMDY as of Q1 2024.

  • Dynamic Advisor Solutions reported no remaining Syntax Stratified MidCap ETF position as of Q1 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,300 Syntax Stratified MidCap ETF shares in Q1 2024, an estimated $210K.
  • Dynamic Advisor Solutions first reported a position in Syntax Stratified MidCap ETF in Q2 2023 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Syntax Stratified MidCap ETF position peaked at $239K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Syntax Stratified MidCap ETF as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.