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Lyell Wealth Management’s Global X DAX Germany ETF DAX Stock Holding History

Lyell Wealth Management’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,495
Closed -$205K – 219
2025
Q4 		$205K Hold
4,495
– – 0.01% 208
2025
Q3 		$201K Hold
4,495
– – 0.01% 208
2025
Q2 		$202K Buy
+4,495
New +$189K 0.02% 213

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Lyell Wealth Management's DAX Position: Q1 2026 in Review

Lyell Wealth Management sold out of Global X DAX Germany ETF (DAX) in Q1 2026, closing a stake of 4,495 shares — an estimated $205K sold.

Lyell Wealth Management first reported a position in DAX in Q2 2025 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q1 2026.

  • Lyell Wealth Management reported no remaining Global X DAX Germany ETF position as of Q1 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 4,495 Global X DAX Germany ETF shares in Q1 2026, an estimated $205K.
  • Lyell Wealth Management first reported a position in Global X DAX Germany ETF in Q2 2025 and held it in 3 quarters.
  • Lyell Wealth Management's Global X DAX Germany ETF position peaked at $205K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.