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Redwood Investment Management’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Redwood Investment Management’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 		$13.1M Buy
586,292
+44,519
+8% +$1M 1.63% 11
2025
Q4 		$12.3M Buy
541,773
+34,054
+7% +$773K 1.38% 12
2025
Q3 		$11.5M Sell
507,719
-23,288
-4% -$528K 1.25% 10
2025
Q2 		$12M Sell
531,007
-24,146
-4% -$543K 1.27% 13
2025
Q1 		$12.5M Sell
555,153
-270,030
-33% -$6.09M 1.35% 12
2024
Q4 		$18.5M Sell
825,183
-23,870
-3% -$542K 1.81% 9
2024
Q3 		$19.5M Sell
849,053
-58,971
-6% -$1.34M 1.73% 8
2024
Q2 		$20.4M Buy
908,024
+184,713
+26% +$4.14M 1.76% 10
2024
Q1 		$16.3M Sell
723,311
-310,661
-30% -$7.01M 1.55% 9
2023
Q4 		$23.4M Sell
1,033,972
-12,757
-1% -$282K 2.14% 7
2023
Q3 		$22.8M Buy
1,046,729
+234,114
+29% +$5.19M 1.99% 5
2023
Q2 		$18.2M Sell
812,615
-10,770
-1% -$242K 1.88% 9
2023
Q1 		$18.6M Buy
823,385
+570,237
+225% +$12.8M 2% 7
2022
Q4 		$5.59M Sell
253,148
-590,302
-70% -$13M 0.74% 35
2022
Q3 		$18.3M Sell
843,450
-7,314
-0.9% -$165K 3.85% 4
2022
Q2 		$19.2M Sell
850,764
-12,657
-1% -$289K 3.23% 5
2022
Q1 		$20.2M Sell
863,421
-6,928
-0.8% -$165K 3% 6
2021
Q4 		$21.3M Buy
870,349
+21,670
+3% +$544K 2.8% 4
2021
Q3 		$21.3M Buy
848,679
+14,221
+2% +$361K 3.04% 6
2021
Q2 		$21M Buy
+834,458
New +$20.9M 3.43% 6

Other funds holding DYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Redwood Investment Management's DYLD Position: Q1 2026 in Review

Redwood Investment Management increased its LeaderShares Dynamic Yield ETF (DYLD) stake by 8.2% in Q1 2026, buying an estimated $1M and bringing the position to 586,292 shares worth $13.1M. The position accounts for 1.63% of the portfolio, ranked #11.

Redwood Investment Management first reported a position in DYLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $23.4M in Q4 2023. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • Redwood Investment Management held 586,292 shares of LeaderShares Dynamic Yield ETF worth $13.1M as of Q1 2026.
  • Redwood Investment Management bought 44,519 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $1M.
  • LeaderShares Dynamic Yield ETF made up 1.63% of Redwood Investment Management's portfolio in Q1 2026, its #11 holding.
  • Redwood Investment Management first reported a position in LeaderShares Dynamic Yield ETF in Q2 2021 and has held it in 20 quarters since.
  • Redwood Investment Management's LeaderShares Dynamic Yield ETF position peaked at $23.4M in Q4 2023.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.