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Simplicity Solutions’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Simplicity Solutions’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
2023
Q3 		– Sell
-55,396
Closed -$1.24M – 1018
2023
Q2 		$1.24M Sell
55,396
-8,511
-13% -$191K 0.03% 413
2023
Q1 		$1.44M Buy
+63,907
New +$1.43M 0.04% 393

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Simplicity Solutions's DYLD Position: Q3 2023 in Review

Simplicity Solutions sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q3 2023, closing a stake of 55,396 shares — an estimated $1.24M sold.

Simplicity Solutions first reported a position in DYLD in Q1 2023 and held it in 2 quarters. The position peaked at $1.44M in Q1 2023. 26 funds tracked by Wall St. Rank hold DYLD as of Q3 2023.

  • Simplicity Solutions reported no remaining LeaderShares Dynamic Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 55,396 LeaderShares Dynamic Yield ETF shares in Q3 2023, an estimated $1.24M.
  • Simplicity Solutions first reported a position in LeaderShares Dynamic Yield ETF in Q1 2023 and held it in 2 quarters.
  • Simplicity Solutions's LeaderShares Dynamic Yield ETF position peaked at $1.44M in Q1 2023.
  • 26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.