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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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Transamerica Financial Advisors's DYTA Position: Q1 2026 in Review

Transamerica Financial Advisors increased its SGI Dynamic Tactical ETF (DYTA) stake by 1,358% in Q1 2026, buying an estimated $319K and bringing the position to 11,779 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #328.

Transamerica Financial Advisors first reported a position in DYTA in Q2 2023 and has held it in 12 quarters since. The position peaked at $29.1M in Q3 2023. 6 funds tracked by Wall St. Rank hold DYTA as of Q1 2026.

  • Transamerica Financial Advisors held 11,779 shares of SGI Dynamic Tactical ETF worth $329K as of Q1 2026.
  • Transamerica Financial Advisors bought 10,971 SGI Dynamic Tactical ETF shares in Q1 2026, an estimated $319K.
  • SGI Dynamic Tactical ETF made up 0.03% of Transamerica Financial Advisors's portfolio in Q1 2026, its #328 holding.
  • Transamerica Financial Advisors first reported a position in SGI Dynamic Tactical ETF in Q2 2023 and has held it in 12 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 Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.