WealthTrak Capital Management’s IDX Dynamic Innovation ETF DYNI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-97
Closed -$2.51K 977
2025
Q1
$2.51K Buy
+97
New +$2.7K ﹤0.01% 336

WealthTrak Capital Management's DYNI Position: Q2 2025 in Review

WealthTrak Capital Management sold out of IDX Dynamic Innovation ETF (DYNI) in Q2 2025, closing a stake of 97 shares — an estimated $2.51K sold.

WealthTrak Capital Management first reported a position in DYNI in Q1 2025 and held it in 1 quarter. The position peaked at $2.51K in Q1 2025. 0 funds tracked by Wall St. Rank hold DYNI as of Q2 2025.

  • WealthTrak Capital Management reported no remaining IDX Dynamic Innovation ETF position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 97 IDX Dynamic Innovation ETF shares in Q2 2025, an estimated $2.51K.
  • WealthTrak Capital Management first reported a position in IDX Dynamic Innovation ETF in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's IDX Dynamic Innovation ETF position peaked at $2.51K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held IDX Dynamic Innovation ETF as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.