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Kestra Advisory Services’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,624
Closed -$60.5K – 3446
2025
Q4 		$60.5K Buy
+2,624
New +$60.9K ﹤0.01% 3818

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $163M AUM 16.99% 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 $7.33B AUM 16.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Kestra Advisory Services's DYFI Position: Q1 2026 in Review

Kestra Advisory Services sold out of IDX Dynamic Fixed Income ETF (DYFI) in Q1 2026, closing a stake of 2,624 shares — an estimated $60.5K sold.

Kestra Advisory Services first reported a position in DYFI in Q4 2025 and held it in 1 quarter. The position peaked at $60.5K in Q4 2025. 18 funds tracked by Wall St. Rank hold DYFI as of Q1 2026.

  • Kestra Advisory Services reported no remaining IDX Dynamic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,624 IDX Dynamic Fixed Income ETF shares in Q1 2026, an estimated $60.5K.
  • Kestra Advisory Services first reported a position in IDX Dynamic Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's IDX Dynamic Fixed Income ETF position peaked at $60.5K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.