BFC Planning, Inc.’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

BFC Planning, Inc.’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
2026 Q1	–	Sell	-219	Closed	-$4.95K	–	3095
2025 Q4	$4.95K	Hold	219	–	–	﹤0.01%	2362
2025 Q3	$4.98K	Sell	219 -1,464	-87%	-$33.2K	﹤0.01%	2198
2025 Q2	$38.1K	Hold	1,683	–	–	﹤0.01%	1228
2025 Q1	$37.9K	Hold	1,683	–	–	﹤0.01%	1214
2024 Q4	$37.8K	Hold	1,683	–	–	﹤0.01%	1220
2024 Q3	$38.6K	Buy	+1,683	New	+$38.3K	﹤0.01%	1186

Other funds holding DYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s DYLD Position: Q1 2026 in Review

BFC Planning, Inc. sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q1 2026, closing a stake of 219 shares — an estimated $4.95K sold.

BFC Planning, Inc. first reported a position in DYLD in Q3 2024 and held it in 6 quarters. The position peaked at $38.6K in Q3 2024. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

BFC Planning, Inc. reported no remaining LeaderShares Dynamic Yield ETF position as of Q1 2026 after selling out during the quarter.
BFC Planning, Inc. sold 219 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $4.95K.
BFC Planning, Inc. first reported a position in LeaderShares Dynamic Yield ETF in Q3 2024 and held it in 6 quarters.
BFC Planning, Inc.'s LeaderShares Dynamic Yield ETF position peaked at $38.6K in Q3 2024.
14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.