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IHT Wealth Management’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

IHT Wealth Management’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 		$574K Sell
25,604
-167
-0.6% -$3.77K 0.01% 777
2025
Q4 		$583K Buy
25,771
+293
+1% +$6.65K 0.01% 716
2025
Q3 		$579K Sell
25,478
-5,075
-17% -$115K 0.01% 689
2025
Q2 		$691K Sell
30,553
-43,393
-59% -$975K 0.02% 605
2025
Q1 		$1.66M Sell
73,946
-1,361
-2% -$30.7K 0.05% 329
2024
Q4 		$1.69M Sell
75,307
-1,228
-2% -$27.9K 0.05% 310
2024
Q3 		$1.76M Sell
76,535
-22,385
-23% -$510K 0.05% 351
2024
Q2 		$2.22M Sell
98,920
-1,975
-2% -$44.3K 0.08% 239
2024
Q1 		$2.28M Buy
100,895
+6,279
+7% +$142K 0.09% 228
2023
Q4 		$2.14M Buy
94,616
+20,342
+27% +$449K 0.1% 211
2023
Q3 		$1.62M Sell
74,274
-12,003
-14% -$266K 0.08% 236
2023
Q2 		$1.93M Buy
86,277
+309
+0.4% +$6.94K 0.1% 194
2023
Q1 		$1.94M Buy
85,968
+10,244
+14% +$230K 0.11% 183
2022
Q4 		$1.67M Sell
75,724
-3,128
-4% -$68.8K 0.11% 205
2022
Q3 		$1.71M Buy
78,852
+4,015
+5% +$90.6K 0.13% 180
2022
Q2 		$1.69M Buy
+74,837
New +$1.71M 0.15% 156

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

IHT Wealth Management's DYLD Position: Q1 2026 in Review

IHT Wealth Management reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 0.65% in Q1 2026, selling an estimated $3.77K and leaving 25,604 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #777.

IHT Wealth Management first reported a position in DYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.28M in Q1 2024. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • IHT Wealth Management held 25,604 shares of LeaderShares Dynamic Yield ETF worth $574K as of Q1 2026.
  • IHT Wealth Management sold 167 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $3.77K.
  • LeaderShares Dynamic Yield ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #777 holding.
  • IHT Wealth Management first reported a position in LeaderShares Dynamic Yield ETF in Q2 2022 and has held it in 16 quarters since.
  • IHT Wealth Management's LeaderShares Dynamic Yield ETF position peaked at $2.28M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.