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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
Q2 		$14.5M Buy
647,787
+61,495
+10% +$1.38M 1.44% 12
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 $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 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 $7.43B AUM 24.49% 1-Year Est. Return

Redwood Investment Management's DYLD Position: Q2 2026 in Review

Redwood Investment Management increased its LeaderShares Dynamic Yield ETF (DYLD) stake by 10% in Q2 2026, buying an estimated $1.38M and bringing the position to 647,787 shares worth $14.5M. The position accounts for 1.44% of the portfolio, ranked #12.

Redwood Investment Management first reported a position in DYLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $23.4M in Q4 2023. 14 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

  • Redwood Investment Management held 647,787 shares of LeaderShares Dynamic Yield ETF worth $14.5M as of Q2 2026.
  • Redwood Investment Management bought 61,495 LeaderShares Dynamic Yield ETF shares in Q2 2026, an estimated $1.38M.
  • LeaderShares Dynamic Yield ETF made up 1.44% of Redwood Investment Management's portfolio in Q2 2026, its #12 holding.
  • Redwood Investment Management first reported a position in LeaderShares Dynamic Yield ETF in Q2 2021 and has held it in 21 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 Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.