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 Q2	$21.2K	Buy	729 +6	+0.8%	+$170	﹤0.01%	2246
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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

HHCP

Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's DIVY Position: Q2 2026 in Review

AE Wealth Management increased its Sound Equity Dividend Income ETF (DIVY) stake by 0.83% in Q2 2026, buying an estimated $170 and bringing the position to 729 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

AE Wealth Management first reported a position in DIVY in Q4 2021 and has held it in 8 quarters since. The position peaked at $201K in Q4 2021. 16 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

AE Wealth Management held 729 shares of Sound Equity Dividend Income ETF worth $21.2K as of Q2 2026.
AE Wealth Management bought 6 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $170.
Sound Equity Dividend Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2246 holding.
AE Wealth Management first reported a position in Sound Equity Dividend Income ETF in Q4 2021 and has held it in 8 quarters since.
AE Wealth Management's Sound Equity Dividend Income ETF position peaked at $201K in Q4 2021.
16 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.