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Claraphi Advisory Network’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Claraphi Advisory Network’s Portfolio DIVS Stock Details DIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,890
Closed -$209K – 170
2022
Q3 		$209K Sell
9,890
-1,417
-13% -$33.2K 0.11% 174
2022
Q2 		$262K Sell
11,307
-1,128
-9% -$27.5K 0.09% 204
2022
Q1 		$322K Buy
+12,435
New +$319K 0.09% 190

Other funds holding DIVS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Claraphi Advisory Network's DIVS Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q4 2022, closing a stake of 9,890 shares — an estimated $209K sold.

Claraphi Advisory Network first reported a position in DIVS in Q1 2022 and held it in 3 quarters. The position peaked at $322K in Q1 2022. 10 funds tracked by Wall St. Rank hold DIVS as of Q4 2022.

  • Claraphi Advisory Network reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 9,890 Guinness Atkinson Dividend Builder ETF shares in Q4 2022, an estimated $209K.
  • Claraphi Advisory Network first reported a position in Guinness Atkinson Dividend Builder ETF in Q1 2022 and held it in 3 quarters.
  • Claraphi Advisory Network's Guinness Atkinson Dividend Builder ETF position peaked at $322K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.