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
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 $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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 $4.3B AUM 21.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Global Retirement Partners's DYLD Position: Q4 2023 in Review

Global Retirement Partners sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q4 2023, closing a stake of 7,968 shares — an estimated $173K sold.

Global Retirement Partners first reported a position in DYLD in Q1 2022 and held it in 7 quarters. The position peaked at $173K in Q3 2023. 23 funds tracked by Wall St. Rank hold DYLD as of Q4 2023.

Global Retirement Partners reported no remaining LeaderShares Dynamic Yield ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 7,968 LeaderShares Dynamic Yield ETF shares in Q4 2023, an estimated $173K.
Global Retirement Partners first reported a position in LeaderShares Dynamic Yield ETF in Q1 2022 and held it in 7 quarters.
Global Retirement Partners's LeaderShares Dynamic Yield ETF position peaked at $173K in Q3 2023.
23 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.