HI
DYLD icon

Harbour Investments’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Harbour Investments’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 		$52.5K Sell
2,342
-926
-28% -$20.9K ﹤0.01% 2318
2025
Q4 		$73.9K Sell
3,268
-2,988
-48% -$67.8K ﹤0.01% 1775
2025
Q3 		$142K Sell
6,256
-2,508
-29% -$56.8K ﹤0.01% 1400
2025
Q2 		$198K Hold
8,764
– – 0.01% 1178
2025
Q1 		$197K Sell
8,764
-311
-3% -$7.01K 0.01% 1103
2024
Q4 		$204K Hold
9,075
– – 0.01% 1036
2024
Q3 		$208K Sell
9,075
-608
-6% -$13.8K 0.01% 1000
2024
Q2 		$217K Sell
9,683
-996
-9% -$22.4K 0.01% 919
2024
Q1 		$241K Sell
10,679
-769
-7% -$17.4K 0.01% 849
2023
Q4 		$260K Sell
11,448
-1,177
-9% -$26K 0.01% 756
2023
Q3 		$275K Sell
12,625
-4,764
-27% -$106K 0.01% 691
2023
Q2 		$390K Buy
17,389
+1,543
+10% +$34.6K 0.02% 574
2023
Q1 		$357K Buy
15,846
+2,722
+21% +$61K 0.02% 572
2022
Q4 		$290K Buy
13,124
+4,738
+56% +$104K 0.02% 609
2022
Q3 		$189K Hold
8,386
– – 0.01% 712
2022
Q2 		$189K Buy
+8,386
New +$191K 0.01% 712
2021
Q4 		– Sell
-143,270
Closed -$3.59M – 2903
2021
Q3 		$3.59M Buy
143,270
+4,430
+3% +$113K 0.11% 173
2021
Q2 		$3.49M Buy
+138,840
New +$3.48M 0.11% 168

Other funds holding DYLD

LPL Financial
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
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
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments's DYLD Position: Q1 2026 in Review

Harbour Investments reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 28% in Q1 2026, selling an estimated $20.9K and leaving 2,342 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Harbour Investments first reported a position in DYLD in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q3 2021. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • Harbour Investments held 2,342 shares of LeaderShares Dynamic Yield ETF worth $52.5K as of Q1 2026.
  • Harbour Investments sold 926 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $20.9K.
  • LeaderShares Dynamic Yield ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2318 holding.
  • Harbour Investments first reported a position in LeaderShares Dynamic Yield ETF in Q2 2021 and has held it in 18 quarters since.
  • Harbour Investments's LeaderShares Dynamic Yield ETF position peaked at $3.59M in Q3 2021.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.