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 Q2	$583K	Buy	25,992 +388	+2%	+$8.71K	0.01%	783
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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

IHT Wealth Management's DYLD Position: Q2 2026 in Review

IHT Wealth Management increased its LeaderShares Dynamic Yield ETF (DYLD) stake by 1.5% in Q2 2026, buying an estimated $8.71K and bringing the position to 25,992 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #783.

IHT Wealth Management first reported a position in DYLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.28M in Q1 2024. 14 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

IHT Wealth Management held 25,992 shares of LeaderShares Dynamic Yield ETF worth $583K as of Q2 2026.
IHT Wealth Management bought 388 LeaderShares Dynamic Yield ETF shares in Q2 2026, an estimated $8.71K.
LeaderShares Dynamic Yield ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #783 holding.
IHT Wealth Management first reported a position in LeaderShares Dynamic Yield ETF in Q2 2022 and has held it in 17 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 Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.