Wells Fargo
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Wells Fargo’s SGI Dynamic Tactical ETF DYTA Stock Holding History

Wells Fargo’s Portfolio DYTA Stock Details DYTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-110
Closed -$3.41K – 7096
2024
Q3 		$3.41K Buy
+110
New +$3.32K ﹤0.01% 5990

Other funds holding DYTA

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo's DYTA Position: Q4 2024 in Review

Wells Fargo sold out of SGI Dynamic Tactical ETF (DYTA) in Q4 2024, closing a stake of 110 shares — an estimated $3.41K sold.

Wells Fargo first reported a position in DYTA in Q3 2024 and held it in 1 quarter. The position peaked at $3.41K in Q3 2024. 8 funds tracked by Wall St. Rank hold DYTA as of Q4 2024.

  • Wells Fargo reported no remaining SGI Dynamic Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 110 SGI Dynamic Tactical ETF shares in Q4 2024, an estimated $3.41K.
  • Wells Fargo first reported a position in SGI Dynamic Tactical ETF in Q3 2024 and held it in 1 quarter.
  • Wells Fargo's SGI Dynamic Tactical ETF position peaked at $3.41K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.