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 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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's DYTA Position: Q2 2026 in Review

LPL Financial increased its SGI Dynamic Tactical ETF (DYTA) stake by 9.4% in Q2 2026, buying an estimated $48K and bringing the position to 18,357 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #4890.

LPL Financial first reported a position in DYTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.23M in Q4 2023. 6 funds tracked by Wall St. Rank hold DYTA as of Q2 2026.

LPL Financial held 18,357 shares of SGI Dynamic Tactical ETF worth $583K as of Q2 2026.
LPL Financial bought 1,571 SGI Dynamic Tactical ETF shares in Q2 2026, an estimated $48K.
SGI Dynamic Tactical ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4890 holding.
LPL Financial first reported a position in SGI Dynamic Tactical ETF in Q3 2023 and has held it in 12 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 Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.