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Action Point Financial Planning’s Altrius Global Dividend ETF DIVD Stock Holding History

Action Point Financial Planning’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.44K Buy
+175
New +$7.42K ﹤0.01% 1606

Other funds holding DIVD

ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's DIVD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Altrius Global Dividend ETF (DIVD) in Q2 2026: 175 shares worth $7.44K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings.

13 funds tracked by Wall St. Rank hold DIVD as of Q2 2026.

  • Action Point Financial Planning held 175 shares of Altrius Global Dividend ETF worth $7.44K as of Q2 2026.
  • Altrius Global Dividend ETF was a new Action Point Financial Planning position in Q2 2026.
  • Altrius Global Dividend ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1606 holding.
  • 13 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.