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 Q3	$574K	Sell	18,137 -220	-1%	-$6.95K	﹤0.01%	4999
2026 Q2	$583K	Buy	18,357 +1,571	+9%	+$48K	﹤0.01%	4890
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

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

LPL Financial's DYTA Position: Q3 2026 in Review

LPL Financial reduced its SGI Dynamic Tactical ETF (DYTA) stake by 1.2% in Q3 2026, selling an estimated $6.95K and leaving 18,137 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #4999.

LPL Financial first reported a position in DYTA in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.23M in Q4 2023. 2 funds tracked by Wall St. Rank hold DYTA as of Q3 2026.

LPL Financial held 18,137 shares of SGI Dynamic Tactical ETF worth $574K as of Q3 2026.
LPL Financial sold 220 SGI Dynamic Tactical ETF shares in Q3 2026, an estimated $6.95K.
SGI Dynamic Tactical ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4999 holding.
LPL Financial first reported a position in SGI Dynamic Tactical ETF in Q3 2023 and has held it in 13 quarters since.
LPL Financial's SGI Dynamic Tactical ETF position peaked at $7.23M in Q4 2023.
2 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.