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Wealthcare Advisory Partners’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Wealthcare Advisory Partners’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
2024
Q4 		– Sell
-8,919
Closed -$205K – 898
2024
Q3 		$205K Buy
+8,919
New +$203K 0.01% 834

Other funds holding DYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Wealthcare Advisory Partners's DYLD Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q4 2024, closing a stake of 8,919 shares — an estimated $205K sold.

Wealthcare Advisory Partners first reported a position in DYLD in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 22 funds tracked by Wall St. Rank hold DYLD as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining LeaderShares Dynamic Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 8,919 LeaderShares Dynamic Yield ETF shares in Q4 2024, an estimated $205K.
  • Wealthcare Advisory Partners first reported a position in LeaderShares Dynamic Yield ETF in Q3 2024 and held it in 1 quarter.
  • Wealthcare Advisory Partners's LeaderShares Dynamic Yield ETF position peaked at $205K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.