BWL
DIVY icon

Bogart Wealth LLC’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-262
Closed -$6.71K – 1471
2025
Q1 		$6.71K Hold
262
– – ﹤0.01% 849
2024
Q4 		$6.68K Hold
262
– – ﹤0.01% 823
2024
Q3 		$7.08K Hold
262
– – ﹤0.01% 762
2024
Q2 		$6.59K Hold
262
– – ﹤0.01% 731
2024
Q1 		$7.09K Buy
+262
New +$6.8K ﹤0.01% 700

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bogart Wealth LLC's DIVY Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Sound Equity Dividend Income ETF (DIVY) in Q2 2025, closing a stake of 262 shares — an estimated $6.71K sold.

Bogart Wealth LLC first reported a position in DIVY in Q1 2024 and held it in 5 quarters. The position peaked at $7.09K in Q1 2024. 10 funds tracked by Wall St. Rank hold DIVY as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Sound Equity Dividend Income ETF position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 262 Sound Equity Dividend Income ETF shares in Q2 2025, an estimated $6.71K.
  • Bogart Wealth LLC first reported a position in Sound Equity Dividend Income ETF in Q1 2024 and held it in 5 quarters.
  • Bogart Wealth LLC's Sound Equity Dividend Income ETF position peaked at $7.09K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.