AWM
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AE Wealth Management’s Sound Equity Dividend Income ETF DIVY Stock Holding History

AE Wealth Management’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9K Buy
723
+4
+0.6% +$111 ﹤0.01% 2150
2025
Q4 		$19K Buy
719
+7
+1% +$181 ﹤0.01% 2040
2025
Q3 		$18.6K Buy
712
+2
+0.3% +$52 ﹤0.01% 1906
2025
Q2 		$18.2K Hold
710
– – ﹤0.01% 1783
2025
Q1 		$18.2K Hold
710
– – ﹤0.01% 1764
2024
Q4 		$18.1K Buy
+710
New +$18.9K ﹤0.01% 1754
2022
Q1 		– Sell
-7,734
Closed -$201K – 1710
2021
Q4 		$201K Buy
+7,734
New +$195K ﹤0.01% 1605

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's DIVY Position: Q1 2026 in Review

AE Wealth Management increased its Sound Equity Dividend Income ETF (DIVY) stake by 0.56% in Q1 2026, buying an estimated $111 and bringing the position to 723 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

AE Wealth Management first reported a position in DIVY in Q4 2021 and has held it in 7 quarters since. The position peaked at $201K in Q4 2021. 18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

  • AE Wealth Management held 723 shares of Sound Equity Dividend Income ETF worth $19.9K as of Q1 2026.
  • AE Wealth Management bought 4 Sound Equity Dividend Income ETF shares in Q1 2026, an estimated $111.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2150 holding.
  • AE Wealth Management first reported a position in Sound Equity Dividend Income ETF in Q4 2021 and has held it in 7 quarters since.
  • AE Wealth Management's Sound Equity Dividend Income ETF position peaked at $201K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.