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Financial Network Wealth Advisors’s SGI Dynamic Tactical ETF DYTA Stock Holding History

Financial Network Wealth Advisors’s Portfolio DYTA Stock Details DYTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$18 – 854
2024
Q2 		$18 Buy
+1
New +$29 ﹤0.01% 943

Other funds holding DYTA

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Network Wealth Advisors's DYTA Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of SGI Dynamic Tactical ETF (DYTA) in Q3 2024, closing a stake of 1 share — an estimated $18 sold.

Financial Network Wealth Advisors first reported a position in DYTA in Q2 2024 and held it in 1 quarter. The position peaked at $18 in Q2 2024. 10 funds tracked by Wall St. Rank hold DYTA as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining SGI Dynamic Tactical ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 1 SGI Dynamic Tactical ETF share in Q3 2024, an estimated $18.
  • Financial Network Wealth Advisors first reported a position in SGI Dynamic Tactical ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's SGI Dynamic Tactical ETF position peaked at $18 in Q2 2024.
  • 10 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.