IFP Advisors’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

IFP Advisors’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
2024 Q1	–	Sell	-90	Closed	-$2.04K	–	3151
2023 Q4	$2.04K	Hold	90	–	–	﹤0.01%	2674
2023 Q3	$1.96K	Hold	90	–	–	﹤0.01%	2844
2023 Q2	$2.02K	Hold	90	–	–	﹤0.01%	2875
2023 Q1	$2.25K	Buy	+90	New	+$2.02K	﹤0.01%	2858

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

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

PAG

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

AWS

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

Jane Street New York $777B AUM 61.18% 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

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

IFP Advisors's DYLD Position: Q1 2024 in Review

IFP Advisors sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q1 2024, closing a stake of 90 shares — an estimated $2.04K sold.

IFP Advisors first reported a position in DYLD in Q1 2023 and held it in 4 quarters. The position peaked at $2.25K in Q1 2023. 25 funds tracked by Wall St. Rank hold DYLD as of Q1 2024.

IFP Advisors reported no remaining LeaderShares Dynamic Yield ETF position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 90 LeaderShares Dynamic Yield ETF shares in Q1 2024, an estimated $2.04K.
IFP Advisors first reported a position in LeaderShares Dynamic Yield ETF in Q1 2023 and held it in 4 quarters.
IFP Advisors's LeaderShares Dynamic Yield ETF position peaked at $2.25K in Q1 2023.
25 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.