LPL Financial
DYTA icon

LPL Financial’s SGI Dynamic Tactical ETF DYTA Stock Holding History

LPL Financial’s Portfolio DYTA Stock Details DYTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$469K Sell
16,786
-167
-1% -$4.86K ﹤0.01% 4808
2025
Q4 		$495K Sell
16,953
-10,471
-38% -$307K ﹤0.01% 4725
2025
Q3 		$796K Sell
27,424
-6,654
-20% -$189K ﹤0.01% 4229
2025
Q2 		$956K Sell
34,078
-1,707
-5% -$46.8K ﹤0.01% 3799
2025
Q1 		$989K Sell
35,785
-10,329
-22% -$290K ﹤0.01% 3571
2024
Q4 		$1.28M Sell
46,114
-6,229
-12% -$194K ﹤0.01% 3281
2024
Q3 		$1.62M Sell
52,343
-12,725
-20% -$384K ﹤0.01% 2935
2024
Q2 		$1.95M Sell
65,068
-72,294
-53% -$2.1M ﹤0.01% 2625
2024
Q1 		$4M Sell
137,362
-129,916
-49% -$3.63M ﹤0.01% 1952
2023
Q4 		$7.23M Buy
267,278
+146,513
+121% +$3.75M ﹤0.01% 1450
2023
Q3 		$3.01M Buy
+120,765
New +$3.12M ﹤0.01% 1959

Other funds holding DYTA

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial's DYTA Position: Q1 2026 in Review

LPL Financial reduced its SGI Dynamic Tactical ETF (DYTA) stake by 0.99% in Q1 2026, selling an estimated $4.86K and leaving 16,786 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #4808.

LPL Financial first reported a position in DYTA in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.23M in Q4 2023. 6 funds tracked by Wall St. Rank hold DYTA as of Q1 2026.

  • LPL Financial held 16,786 shares of SGI Dynamic Tactical ETF worth $469K as of Q1 2026.
  • LPL Financial sold 167 SGI Dynamic Tactical ETF shares in Q1 2026, an estimated $4.86K.
  • SGI Dynamic Tactical ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4808 holding.
  • LPL Financial first reported a position in SGI Dynamic Tactical ETF in Q3 2023 and has held it in 11 quarters since.
  • LPL Financial's SGI Dynamic Tactical ETF position peaked at $7.23M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.