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Atria Investments’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Atria Investments’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 		$1.07M Buy
36,772
+304
+0.8% +$8.6K 0.01% 1078
2026
Q1 		$1M Buy
36,468
+3,201
+10% +$88.7K 0.01% 1051
2025
Q4 		$877K Buy
33,267
+1,848
+6% +$47.9K 0.01% 1145
2025
Q3 		$822K Buy
31,419
+8,014
+34% +$208K 0.01% 1152
2025
Q2 		$599K Buy
23,405
+5,404
+30% +$131K 0.01% 1319
2025
Q1 		$461K Sell
18,001
-9,154
-34% -$237K 0.01% 1400
2024
Q4 		$692K Buy
27,155
+96
+0.4% +$2.56K 0.01% 1159
2024
Q3 		$731K Buy
27,059
+3,016
+13% +$78.9K 0.01% 1136
2024
Q2 		$605K Buy
+24,043
New +$621K 0.01% 1212

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's DIVY Position: Q2 2026 in Review

Atria Investments increased its Sound Equity Dividend Income ETF (DIVY) stake by 0.83% in Q2 2026, buying an estimated $8.6K and bringing the position to 36,772 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1078.

Atria Investments first reported a position in DIVY in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

  • Atria Investments held 36,772 shares of Sound Equity Dividend Income ETF worth $1.07M as of Q2 2026.
  • Atria Investments bought 304 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $8.6K.
  • Sound Equity Dividend Income ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1078 holding.
  • Atria Investments first reported a position in Sound Equity Dividend Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 16 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.