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Private Advisor Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Private Advisor 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
2026
Q1 		$1.17M Sell
52,345
-8,281
-14% -$187K 0.01% 1324
2025
Q4 		$1.37M Sell
60,626
-1,567
-3% -$35.6K 0.01% 1225
2025
Q3 		$1.41M Sell
62,193
-26,612
-30% -$603K 0.01% 1174
2025
Q2 		$2.01M Sell
88,805
-39,381
-31% -$885K 0.01% 967
2025
Q1 		$2.88M Sell
128,186
-14,143
-10% -$319K 0.02% 738
2024
Q4 		$3.2M Buy
142,329
+14,495
+11% +$329K 0.02% 687
2024
Q3 		$2.93M Sell
127,834
-91
-0.1% -$2.07K 0.02% 725
2024
Q2 		$2.87M Buy
127,925
+4,219
+3% +$94.7K 0.02% 698
2024
Q1 		$2.79M Buy
123,706
+2,185
+2% +$49.3K 0.02% 664
2023
Q4 		$2.75M Buy
121,521
+2,843
+2% +$62.8K 0.02% 643
2023
Q3 		$2.59M Sell
118,678
-24,089
-17% -$534K 0.02% 621
2023
Q2 		$3.2M Buy
142,767
+8,798
+7% +$198K 0.03% 544
2023
Q1 		$3.02M Buy
133,969
+17,241
+15% +$387K 0.03% 544
2022
Q4 		$2.58K Buy
116,728
+33,105
+40% +$729K ﹤0.01% 1080
2022
Q3 		$1.81M Sell
83,623
-50,861
-38% -$1.15M 0.02% 661
2022
Q2 		$3.03M Buy
+134,484
New +$3.07M 0.03% 586

Other funds holding DYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Private Advisor Group's DYLD Position: Q1 2026 in Review

Private Advisor Group reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 14% in Q1 2026, selling an estimated $187K and leaving 52,345 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1324.

Private Advisor Group first reported a position in DYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.2M in Q2 2023. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • Private Advisor Group held 52,345 shares of LeaderShares Dynamic Yield ETF worth $1.17M as of Q1 2026.
  • Private Advisor Group sold 8,281 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $187K.
  • LeaderShares Dynamic Yield ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1324 holding.
  • Private Advisor Group first reported a position in LeaderShares Dynamic Yield ETF in Q2 2022 and has held it in 16 quarters since.
  • Private Advisor Group's LeaderShares Dynamic Yield ETF position peaked at $3.2M in Q2 2023.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.