Next Financial Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Next Financial Group’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
2021 Q4	$305K	Buy	+12,130	New	+$304K	0.02%	723

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

AAS

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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's DYLD Position: Q4 2021 in Review

Next Financial Group opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q4 2021: 12,130 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #723 among its holdings.

9 funds tracked by Wall St. Rank hold DYLD as of Q4 2021.

Next Financial Group held 12,130 shares of LeaderShares Dynamic Yield ETF worth $305K as of Q4 2021.
LeaderShares Dynamic Yield ETF was a new Next Financial Group position in Q4 2021.
LeaderShares Dynamic Yield ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #723 holding.
9 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.