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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
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 $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
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

Kingsview Wealth Management's DYFI Position: Q1 2026 in Review

Kingsview Wealth Management increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 12% in Q1 2026, buying an estimated $98.3K and bringing the position to 39,231 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #717.

Kingsview Wealth Management first reported a position in DYFI in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold DYFI as of Q1 2026.

  • Kingsview Wealth Management held 39,231 shares of IDX Dynamic Fixed Income ETF worth $892K as of Q1 2026.
  • Kingsview Wealth Management bought 4,262 IDX Dynamic Fixed Income ETF shares in Q1 2026, an estimated $98.3K.
  • IDX Dynamic Fixed Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #717 holding.
  • Kingsview Wealth Management first reported a position in IDX Dynamic Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.