UBS Group
DYLD icon

UBS Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

UBS Group’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 		$430K Sell
19,153
-2,914
-13% -$65.5K ﹤0.01% 6342
2026
Q1 		$495K Sell
22,067
-12,466
-36% -$281K ﹤0.01% 6096
2025
Q4 		$781K Sell
34,533
-12,519
-27% -$284K ﹤0.01% 5785
2025
Q3 		$1.07M Buy
47,052
+7,355
+19% +$167K ﹤0.01% 5522
2025
Q2 		$898K Buy
39,697
+10,004
+34% +$225K ﹤0.01% 5540
2025
Q1 		$668K Buy
29,693
+11,078
+60% +$250K ﹤0.01% 5616
2024
Q4 		$418K Buy
18,615
+15,665
+531% +$356K ﹤0.01% 5965
2024
Q3 		$67.6K Buy
2,950
+175
+6% +$3.99K ﹤0.01% 6626
2024
Q2 		$62.3K Buy
2,775
+2,131
+331% +$47.8K ﹤0.01% 6519
2024
Q1 		$14.5K Sell
644
-1,633
-72% -$36.9K ﹤0.01% 7064
2023
Q4 		$51.6K Buy
2,277
+2,131
+1,460% +$47.1K ﹤0.01% 6518
2023
Q3 		$3.18K Buy
+146
New +$3.24K ﹤0.01% 7599
2023
Q2 		– Sell
-3,267
Closed -$73.6K – 9068
2023
Q1 		$73.6K Buy
3,267
+2,609
+397% +$58.5K ﹤0.01% 6151
2022
Q4 		$14.5K Buy
658
+192
+41% +$4.23K ﹤0.01% 8065
2022
Q3 		$10K Sell
466
-652
-58% -$14.7K ﹤0.01% 8417
2022
Q2 		$25K Buy
1,118
+920
+465% +$21K ﹤0.01% 6595
2022
Q1 		$5K Sell
198
-63
-24% -$1.5K ﹤0.01% 9112
2021
Q4 		$7K Buy
261
+50
+24% +$1.25K ﹤0.01% 9142
2021
Q3 		$5K Buy
+211
New +$5.36K ﹤0.01% 8525

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
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
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

UBS Group's DYLD Position: Q2 2026 in Review

UBS Group reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 13% in Q2 2026, selling an estimated $65.5K and leaving 19,153 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #6342.

UBS Group first reported a position in DYLD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2025. 14 funds tracked by Wall St. Rank hold DYLD as of Q2 2026.

  • UBS Group held 19,153 shares of LeaderShares Dynamic Yield ETF worth $430K as of Q2 2026.
  • UBS Group sold 2,914 LeaderShares Dynamic Yield ETF shares in Q2 2026, an estimated $65.5K.
  • LeaderShares Dynamic Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6342 holding.
  • UBS Group first reported a position in LeaderShares Dynamic Yield ETF in Q3 2021 and has held it in 19 quarters since.
  • UBS Group's LeaderShares Dynamic Yield ETF position peaked at $1.07M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.