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Avestar Capital’s iShares Core Dividend ETF DIVB Stock Holding History

Avestar Capital’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-108,592
Closed -$4.53M – 318
2022
Q1 		$4.53M Buy
+108,592
New +$4.52M 0.72% 30

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Avestar Capital's DIVB Position: Q2 2022 in Review

Avestar Capital sold out of iShares Core Dividend ETF (DIVB) in Q2 2022, closing a stake of 108,592 shares — an estimated $4.53M sold.

Avestar Capital first reported a position in DIVB in Q1 2022 and held it in 1 quarter. The position peaked at $4.53M in Q1 2022. 64 funds tracked by Wall St. Rank hold DIVB as of Q2 2022.

  • Avestar Capital reported no remaining iShares Core Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Avestar Capital sold 108,592 iShares Core Dividend ETF shares in Q2 2022, an estimated $4.53M.
  • Avestar Capital first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Avestar Capital's iShares Core Dividend ETF position peaked at $4.53M in Q1 2022.
  • 64 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.