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 Q2	$505K	Sell	22,531 -660	-3%	-$14.8K	0.01%	725
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

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Great Valley Advisor Group's DYLD Position: Q2 2026 in Review

Great Valley Advisor Group reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 2.8% in Q2 2026, selling an estimated $14.8K and leaving 22,531 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #725.

Great Valley Advisor Group first reported a position in DYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $839K in Q3 2024. 14 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

Great Valley Advisor Group held 22,531 shares of LeaderShares Dynamic Yield ETF worth $505K as of Q2 2026.
Great Valley Advisor Group sold 660 LeaderShares Dynamic Yield ETF shares in Q2 2026, an estimated $14.8K.
LeaderShares Dynamic Yield ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #725 holding.
Great Valley Advisor Group first reported a position in LeaderShares Dynamic Yield ETF in Q2 2024 and has held it in 9 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 Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.