Capital Asset Advisory Services’s Reality Shares DIVS ETF DIVY Stock Holding History

Capital Asset Advisory Services’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
2020 Q1	–	Sell	-26,127	Closed	-$695K	–	633
2019 Q4	$695K	Buy	+26,127	New	+$700K	0.16%	122

Other funds holding DIVY

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Asset Advisory Services's DIVY Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of Reality Shares DIVS ETF (DIVY) in Q1 2020, closing a stake of 26,127 shares — an estimated $695K sold.

Capital Asset Advisory Services first reported a position in DIVY in Q4 2019 and held it in 1 quarter. The position peaked at $695K in Q4 2019. 22 funds tracked by Wall St. Rank hold DIVY as of Q1 2020.

Capital Asset Advisory Services reported no remaining Reality Shares DIVS ETF position as of Q1 2020 after selling out during the quarter.
Capital Asset Advisory Services sold 26,127 Reality Shares DIVS ETF shares in Q1 2020, an estimated $695K.
Capital Asset Advisory Services first reported a position in Reality Shares DIVS ETF in Q4 2019 and held it in 1 quarter.
Capital Asset Advisory Services's Reality Shares DIVS ETF position peaked at $695K in Q4 2019.
22 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.