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International Private Wealth Advisors’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

International Private Wealth Advisors’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 		$1.88M Sell
82,668
-2,154
-3% -$49.1K 0.97% 29
2026
Q1 		$1.93M Buy
84,822
+3,012
+4% +$69.5K 1.18% 27
2025
Q4 		$1.89M Sell
81,810
-34,968
-30% -$812K 1.19% 21
2025
Q3 		$2.72M Sell
116,778
-7,372
-6% -$171K 1.71% 17
2025
Q2 		$2.88M Sell
124,150
-16,102
-11% -$369K 2.47% 6
2025
Q1 		$3.24M Buy
140,252
+2,076
+2% +$48.3K 3.11% 4
2024
Q4 		$3.22M Sell
138,176
-9,934
-7% -$235K 3.2% 3
2024
Q3 		$3.55M Sell
148,110
-10,138
-6% -$242K 5.2% 2
2024
Q2 		$3.77M Buy
158,248
+6,708
+4% +$163K 6.36% 2
2024
Q1 		$3.77M Buy
+151,540
New +$3.78M 7.28% 2

Other funds holding DYFI

AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

International Private Wealth Advisors's DYFI Position: Q2 2026 in Review

International Private Wealth Advisors reduced its IDX Dynamic Fixed Income ETF (DYFI) stake by 2.5% in Q2 2026, selling an estimated $49.1K and leaving 82,668 shares worth $1.88M. The position accounts for 0.97% of the portfolio, ranked #29.

International Private Wealth Advisors first reported a position in DYFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q1 2024. 11 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • International Private Wealth Advisors held 82,668 shares of IDX Dynamic Fixed Income ETF worth $1.88M as of Q2 2026.
  • International Private Wealth Advisors sold 2,154 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $49.1K.
  • IDX Dynamic Fixed Income ETF made up 0.97% of International Private Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • International Private Wealth Advisors first reported a position in IDX Dynamic Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • International Private Wealth Advisors's IDX Dynamic Fixed Income ETF position peaked at $3.77M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.