WealthTrak Capital Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

WealthTrak Capital Management’s Portfolio DYFI Stock Details DYFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89M	Buy	127,044 +3,671	+3%	+$83.7K	1.9%	14
2026 Q1	$2.8M	Buy	123,373 +14,495	+13%	+$334K	2%	11
2025 Q4	$2.51M	Buy	108,878 +6,052	+6%	+$140K	1.8%	16
2025 Q3	$2.4M	Buy	102,826 +4,460	+5%	+$104K	1.97%	12
2025 Q2	$2.28M	Buy	98,366 +18,206	+23%	+$417K	1.9%	11
2025 Q1	$1.85M	Buy	80,160 +1,091	+1%	+$25.4K	1.6%	16
2024 Q4	$1.84M	Buy	+79,069	New	+$1.87M	1.56%	18

Other funds holding DYFI

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

IPWA

International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

WealthTrak Capital Management's DYFI Position: Q2 2026 in Review

WealthTrak Capital Management increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 3% in Q2 2026, buying an estimated $83.7K and bringing the position to 127,044 shares worth $2.89M. The position accounts for 1.9% of the portfolio, ranked #14.

WealthTrak Capital Management first reported a position in DYFI in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

WealthTrak Capital Management held 127,044 shares of IDX Dynamic Fixed Income ETF worth $2.89M as of Q2 2026.
WealthTrak Capital Management bought 3,671 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $83.7K.
IDX Dynamic Fixed Income ETF made up 1.9% of WealthTrak Capital Management's portfolio in Q2 2026, its #14 holding.
WealthTrak Capital Management first reported a position in IDX Dynamic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.