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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
Q2 		$1.82M Sell
67,665
-8,095
-11% -$215K 0.68% 34
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $7.56B AUM 44.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Beta Wealth Group's DIVP Position: Q2 2026 in Review

Beta Wealth Group reduced its Cullen Enhanced Equity Income ETF (DIVP) stake by 11% in Q2 2026, selling an estimated $215K and leaving 67,665 shares worth $1.82M. The position accounts for 0.68% of the portfolio, ranked #34.

Beta Wealth Group first reported a position in DIVP in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q4 2025. 13 funds tracked by Wall St. Rank hold DIVP as of Q2 2026.

  • Beta Wealth Group held 67,665 shares of Cullen Enhanced Equity Income ETF worth $1.82M as of Q2 2026.
  • Beta Wealth Group sold 8,095 Cullen Enhanced Equity Income ETF shares in Q2 2026, an estimated $215K.
  • Cullen Enhanced Equity Income ETF made up 0.68% of Beta Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Beta Wealth Group first reported a position in Cullen Enhanced Equity Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Beta Wealth Group's Cullen Enhanced Equity Income ETF position peaked at $2.08M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Cullen Enhanced Equity Income ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.