Gladstone Institutional Advisory’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Buy
24,568
+6
+0% +$136 0.02% 469
2025
Q1
$553K Sell
24,562
-3,375
-12% -$76K 0.03% 441
2024
Q4
$627K Sell
27,937
-1,867
-6% -$41.9K 0.03% 408
2024
Q3
$683K Sell
29,804
-1,892
-6% -$43.4K 0.03% 378
2024
Q2
$711K Sell
31,696
-2,548
-7% -$57.2K 0.04% 360
2024
Q1
$772K Sell
34,244
-6,472
-16% -$146K 0.04% 329
2023
Q4
$923K Sell
40,716
-9,518
-19% -$216K 0.05% 301
2023
Q3
$1.09M Sell
50,234
-2,032
-4% -$44.3K 0.07% 255
2023
Q2
$1.17M Buy
52,266
+157
+0.3% +$3.52K 0.07% 250
2023
Q1
$1.17M Buy
52,109
+7,771
+18% +$175K 0.08% 253
2022
Q4
$979K Sell
44,338
-474
-1% -$10.5K 0.07% 280
2022
Q3
$973K Buy
44,812
+6,561
+17% +$142K 0.08% 268
2022
Q2
$862K Buy
38,251
+12,250
+47% +$276K 0.07% 301
2022
Q1
$608K Buy
+26,001
New +$608K 0.04% 386