Global Retirement Partners’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Global Retirement Partners’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 Q2	$11.3K	Buy	+504	New	+$11.3K	﹤0.01%	3331
2023 Q4	–	Sell	-7,968	Closed	-$173K	–	3389
2023 Q3	$173K	Buy	7,968 +392	+5%	+$8.69K	0.01%	728
2023 Q2	$170K	Sell	7,576 -63	-0.8%	-$1.42K	0.01%	752
2023 Q1	$172K	Buy	7,639 +1,883	+33%	+$42.2K	0.01%	726
2022 Q4	$127K	Buy	5,756 +1,124	+24%	+$24.7K	0.01%	742
2022 Q3	$100K	Buy	4,632 +433	+10%	+$9.78K	0.01%	774
2022 Q2	$95K	Buy	4,199 +374	+10%	+$8.54K	0.01%	763
2022 Q1	$88K	Buy	+3,825	New	+$91.3K	0.01%	800

Other funds holding DYLD

RIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAG

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

IWM

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Global Retirement Partners's DYLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q2 2026: 504 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #3331 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DYLD as recently as Q3 2023.

Global Retirement Partners first reported a position in DYLD in Q1 2022 and has held it in 8 quarters since. The position peaked at $173K in Q3 2023. 14 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

Global Retirement Partners held 504 shares of LeaderShares Dynamic Yield ETF worth $11.3K as of Q2 2026.
LeaderShares Dynamic Yield ETF was a new Global Retirement Partners position in Q2 2026.
LeaderShares Dynamic Yield ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3331 holding.
Global Retirement Partners first reported a position in LeaderShares Dynamic Yield ETF in Q1 2022 and has held it in 8 quarters since.
Global Retirement Partners's LeaderShares Dynamic Yield ETF position peaked at $173K in Q3 2023.
14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.