Bank of America
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Bank of America’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Bank of America’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
2025
Q1 		– Sell
-308
Closed -$7.85K – 8361
2024
Q4 		$7.85K Buy
+308
New +$8.2K ﹤0.01% 7024

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's DIVY Position: Q1 2025 in Review

Bank of America sold out of Sound Equity Dividend Income ETF (DIVY) in Q1 2025, closing a stake of 308 shares — an estimated $7.85K sold.

Bank of America first reported a position in DIVY in Q4 2024 and held it in 1 quarter. The position peaked at $7.85K in Q4 2024. 15 funds tracked by Wall St. Rank hold DIVY as of Q1 2025.

  • Bank of America reported no remaining Sound Equity Dividend Income ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 308 Sound Equity Dividend Income ETF shares in Q1 2025, an estimated $7.85K.
  • Bank of America first reported a position in Sound Equity Dividend Income ETF in Q4 2024 and held it in 1 quarter.
  • Bank of America's Sound Equity Dividend Income ETF position peaked at $7.85K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.