Transamerica Financial Advisors’s SGI Dynamic Tactical ETF DYTA Stock Holding History

Transamerica Financial Advisors’s Portfolio DYTA Stock Details DYTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Sell	11,760 -19	-0.2%	-$581	0.03%	327
2026 Q1	$329K	Buy	11,779 +10,971	+1,358%	+$319K	0.03%	328
2025 Q4	$23.6K	Buy	808 +539	+200%	+$15.8K	﹤0.01%	680
2025 Q3	$7.79K	Hold	269	–	–	﹤0.01%	777
2025 Q2	$7.52K	Hold	269	–	–	﹤0.01%	352
2025 Q1	$8K	Hold	269	–	–	﹤0.01%	349
2024 Q4	$8K	Sell	269 -520	-66%	-$16.2K	﹤0.01%	343
2024 Q3	$25K	Sell	789 -10,605	-93%	-$320K	﹤0.01%	323
2024 Q2	$343K	Hold	11,394	–	–	0.04%	175
2024 Q1	$332K	Sell	11,394 -670,428	-98%	-$18.7M	0.03%	195
2023 Q4	$18.4M	Sell	681,822 -489,090	-42%	-$12.5M	2.54%	4
2023 Q3	$29.1M	Buy	1,170,912 +81,721	+8%	+$2.11M	3.94%	3
2023 Q2	$28.3M	Buy	+1,089,191	New	+$27.7M	3.67%	3

Other funds holding DYTA

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's DYTA Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its SGI Dynamic Tactical ETF (DYTA) stake by 0.16% in Q2 2026, selling an estimated $581 and leaving 11,760 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #327.

Transamerica Financial Advisors first reported a position in DYTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $29.1M in Q3 2023. 6 funds tracked by Wall St. Rank hold DYTA as of Q2 2026.

Transamerica Financial Advisors held 11,760 shares of SGI Dynamic Tactical ETF worth $374K as of Q2 2026.
Transamerica Financial Advisors sold 19 SGI Dynamic Tactical ETF shares in Q2 2026, an estimated $581.
SGI Dynamic Tactical ETF made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #327 holding.
Transamerica Financial Advisors first reported a position in SGI Dynamic Tactical ETF in Q2 2023 and has held it in 13 quarters since.
Transamerica Financial Advisors's SGI Dynamic Tactical ETF position peaked at $29.1M in Q3 2023.
6 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.