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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$18.1K ﹤0.01% 1754
2022
Q1
Sell
-7,734
Closed -$201K 1705
2021
Q4
$201K Buy
+7,734
New +$201K ﹤0.01% 1605