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Beta Wealth Group’s Cullen Enhanced Equity Income ETF DIVP Stock Holding History

Beta Wealth Group’s Portfolio DIVP Stock Details DIVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
75,760
-6,165
-8% -$163K 0.81% 30
2025
Q4 		$2.08M Buy
81,925
+4,427
+6% +$111K 0.84% 31
2025
Q3 		$1.95M Buy
+77,498
New +$1.98M 0.77% 31

Other funds holding DIVP

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Beta Wealth Group's DIVP Position: Q1 2026 in Review

Beta Wealth Group reduced its Cullen Enhanced Equity Income ETF (DIVP) stake by 7.5% in Q1 2026, selling an estimated $163K and leaving 75,760 shares worth $1.97M. The position accounts for 0.81% of the portfolio, ranked #30.

Beta Wealth Group first reported a position in DIVP in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 9 funds tracked by Wall St. Rank hold DIVP as of Q1 2026.

  • Beta Wealth Group held 75,760 shares of Cullen Enhanced Equity Income ETF worth $1.97M as of Q1 2026.
  • Beta Wealth Group sold 6,165 Cullen Enhanced Equity Income ETF shares in Q1 2026, an estimated $163K.
  • Cullen Enhanced Equity Income ETF made up 0.81% of Beta Wealth Group's portfolio in Q1 2026, its #30 holding.
  • Beta Wealth Group first reported a position in Cullen Enhanced Equity Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Beta Wealth Group's Cullen Enhanced Equity Income ETF position peaked at $2.08M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Cullen Enhanced Equity Income ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.