Great Valley Advisor Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Great Valley Advisor Group’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	$520K	Sell	23,191 -892	-4%	-$20.1K	0.01%	674
2025 Q4	$545K	Sell	24,083 -1,551	-6%	-$35.2K	0.01%	606
2025 Q3	$582K	Sell	25,634 -313	-1%	-$7.09K	0.01%	589
2025 Q2	$587K	Sell	25,947 -647	-2%	-$14.5K	0.01%	570
2025 Q1	$599K	Sell	26,594 -1,602	-6%	-$36.1K	0.01%	553
2024 Q4	$633K	Sell	28,196 -8,382	-23%	-$190K	0.01%	531
2024 Q3	$839K	Buy	36,578 +10,128	+38%	+$231K	0.02%	460
2024 Q2	$594K	Buy	+26,450	New	+$594K	0.02%	495

Other funds holding DYLD

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

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Great Valley Advisor Group's DYLD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 3.7% in Q1 2026, selling an estimated $20.1K and leaving 23,191 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #674.

Great Valley Advisor Group first reported a position in DYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $839K in Q3 2024. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

Great Valley Advisor Group held 23,191 shares of LeaderShares Dynamic Yield ETF worth $520K as of Q1 2026.
Great Valley Advisor Group sold 892 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $20.1K.
LeaderShares Dynamic Yield ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #674 holding.
Great Valley Advisor Group first reported a position in LeaderShares Dynamic Yield ETF in Q2 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's LeaderShares Dynamic Yield ETF position peaked at $839K in Q3 2024.
14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.