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Integrated Wealth Concepts’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Integrated Wealth Concepts’s Portfolio DYFI Stock Details DYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.65K Buy
+424
New +$9.67K ﹤0.01% 4582

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Integrated Wealth Concepts's DYFI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in IDX Dynamic Fixed Income ETF (DYFI) in Q2 2026: 424 shares worth $9.65K. The stake represents ﹤0.01% of the portfolio and ranks #4582 among its holdings.

18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • Integrated Wealth Concepts held 424 shares of IDX Dynamic Fixed Income ETF worth $9.65K as of Q2 2026.
  • IDX Dynamic Fixed Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • IDX Dynamic Fixed Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4582 holding.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.