Mariner Independent Advisor Network’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Mariner Independent Advisor Network’s Portfolio DYLD Stock Details DYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.1M	Buy	+50,605	New	+$1.14M	0.05%	349

Other funds holding DYLD

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mariner Independent Advisor Network's DYLD Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q3 2022: 50,605 shares worth $1.1M. The stake represents 0.05% of the portfolio and ranks #349 among its holdings.

16 funds tracked by Wall St. Rank hold DYLD as of Q3 2022.

Mariner Independent Advisor Network held 50,605 shares of LeaderShares Dynamic Yield ETF worth $1.1M as of Q3 2022.
LeaderShares Dynamic Yield ETF was a new Mariner Independent Advisor Network position in Q3 2022.
LeaderShares Dynamic Yield ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #349 holding.
16 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.