Integrated Wealth Concepts’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Integrated Wealth Concepts’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	$4.66K	Buy	+208	New	+$4.67K	﹤0.01%	5003

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 40.91% 1-Year Est. Return

PAG

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

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

Integrated Wealth Concepts opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q2 2026: 208 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #5003 among its holdings.

15 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

Integrated Wealth Concepts held 208 shares of LeaderShares Dynamic Yield ETF worth $4.66K as of Q2 2026.
LeaderShares Dynamic Yield ETF was a new Integrated Wealth Concepts position in Q2 2026.
LeaderShares Dynamic Yield ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5003 holding.
15 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2026.

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