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Kingsview Wealth Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Kingsview Wealth Management’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 		$950K Buy
41,716
+2,485
+6% +$56.7K 0.01% 763
2026
Q1 		$892K Buy
39,231
+4,262
+12% +$98.3K 0.01% 717
2025
Q4 		$807K Buy
+34,969
New +$812K 0.01% 695

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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Kingsview Wealth Management's DYFI Position: Q2 2026 in Review

Kingsview Wealth Management increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 6.3% in Q2 2026, buying an estimated $56.7K and bringing the position to 41,716 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #763.

Kingsview Wealth Management first reported a position in DYFI in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • Kingsview Wealth Management held 41,716 shares of IDX Dynamic Fixed Income ETF worth $950K as of Q2 2026.
  • Kingsview Wealth Management bought 2,485 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $56.7K.
  • IDX Dynamic Fixed Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Kingsview Wealth Management first reported a position in IDX Dynamic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.