Altrius Capital Management
DIVD icon

Altrius Capital Management’s Altrius Global Dividend ETF DIVD Stock Holding History

Altrius Capital Management’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
Q3 		$7.09M Buy
166,226
+11,757
+8% +$520K 1.26% 33
2026
Q2 		$6.57M Sell
154,469
-10,215
-6% -$433K 1.25% 38
2026
Q1 		$6.76M Buy
164,684
+9,522
+6% +$390K 1.34% 31
2025
Q4 		$5.98M Buy
155,162
+28,909
+23% +$1.09M 1.27% 30
2025
Q3 		$4.66M Buy
126,253
+12,202
+11% +$444K 1.06% 60
2025
Q2 		$4.07M Buy
114,051
+77,930
+216% +$2.67M 0.95% 62
2025
Q1 		$1.25M Buy
36,121
+2,133
+6% +$72K 0.3% 67
2024
Q4 		$1.07M Sell
33,988
-566
-2% -$18.8K 0.29% 67
2024
Q3 		$1.18M Buy
34,554
+3,063
+10% +$102K 0.3% 65
2024
Q2 		$1.01M Buy
31,491
+4,331
+16% +$141K 0.26% 69
2024
Q1 		$911K Buy
27,160
+2,777
+11% +$88.9K 0.23% 72
2023
Q4 		$774K Buy
24,383
+1,043
+4% +$30.9K 0.22% 75
2023
Q3 		$685K Sell
23,340
-508
-2% -$15.3K 0.2% 76
2023
Q2 		$703K Buy
23,848
+1,112
+5% +$32.7K 0.21% 76
2023
Q1 		$671K Buy
22,736
+1,619
+8% +$47.9K 0.21% 74
2022
Q4 		$606K Buy
21,117
+3,805
+22% +$105K 0.19% 80
2022
Q3 		$421K Buy
+17,312
New +$422K 0.16% 81

Other funds holding DIVD

Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
PIAI
PREMIER INVESTMENT ADVISORS, INC. Beachwood, Ohio $57.2M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Altrius Capital Management's DIVD Position: Q3 2026 in Review

Altrius Capital Management increased its Altrius Global Dividend ETF (DIVD) stake by 7.6% in Q3 2026, buying an estimated $520K and bringing the position to 166,226 shares worth $7.09M. The position accounts for 1.26% of the portfolio, ranked #33.

Altrius Capital Management first reported a position in DIVD in Q3 2022 and has held it in 17 quarters since. 6 funds tracked by Wall St. Rank hold DIVD as of Q3 2026.

  • Altrius Capital Management held 166,226 shares of Altrius Global Dividend ETF worth $7.09M as of Q3 2026.
  • Altrius Capital Management bought 11,757 Altrius Global Dividend ETF shares in Q3 2026, an estimated $520K.
  • Altrius Global Dividend ETF made up 1.26% of Altrius Capital Management's portfolio in Q3 2026, its #33 holding.
  • Altrius Capital Management first reported a position in Altrius Global Dividend ETF in Q3 2022 and has held it in 17 quarters since.
  • 6 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q3 2026.

Based on Altrius Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.