Envestnet Portfolio Solutions’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q3	–	Sell	-41,881	Closed	-$948K	–	1474
2025 Q2	$948K	Sell	41,881 -58,198	-58%	-$1.31M	﹤0.01%	807
2025 Q1	$2.25M	Sell	100,079 -5,152	-5%	-$116K	0.01%	550
2024 Q4	$2.36M	Sell	105,231 -9,190	-8%	-$209K	0.01%	609
2024 Q3	$2.62M	Sell	114,421 -5,730	-5%	-$130K	0.01%	574
2024 Q2	$2.7M	Sell	120,151 -4,695	-4%	-$105K	0.01%	552
2024 Q1	$2.82M	Sell	124,846 -7,499	-6%	-$169K	0.01%	536
2023 Q4	$3M	Sell	132,345 -7,081	-5%	-$156K	0.01%	476
2023 Q3	$3.04M	Buy	+139,426	New	+$3.09M	0.01%	428

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

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

PAG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GVAG

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

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

IWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's DYLD Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2025, closing a stake of 41,881 shares — an estimated $948K sold.

Envestnet Portfolio Solutions first reported a position in DYLD in Q3 2023 and held it in 8 quarters. The position peaked at $3.04M in Q3 2023. 19 funds tracked by Wall St. Rank hold DYLD as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 41,881 LeaderShares Dynamic Yield ETF shares in Q3 2025, an estimated $948K.
Envestnet Portfolio Solutions first reported a position in LeaderShares Dynamic Yield ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's LeaderShares Dynamic Yield ETF position peaked at $3.04M in Q3 2023.
19 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.