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 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HHCP

Hilton Head Capital Partners Hilton Head Island, South Carolina $177M AUM

Atria Investments's DIVY Position: Q1 2026 in Review

Atria Investments increased its Sound Equity Dividend Income ETF (DIVY) stake by 9.6% in Q1 2026, buying an estimated $88.7K and bringing the position to 36,468 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1051.

Atria Investments first reported a position in DIVY in Q2 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

Atria Investments held 36,468 shares of Sound Equity Dividend Income ETF worth $1M as of Q1 2026.
Atria Investments bought 3,201 Sound Equity Dividend Income ETF shares in Q1 2026, an estimated $88.7K.
Sound Equity Dividend Income ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1051 holding.
Atria Investments first reported a position in Sound Equity Dividend Income ETF in Q2 2024 and has held it in 8 quarters since.
18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.