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.