Clearstead Advisors
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Clearstead Advisors’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Clearstead Advisors’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
2025
Q1 		– Sell
-5,697
Closed -$162K – 2232
2024
Q4 		$162K Buy
5,697
+108
+2% +$3.2K ﹤0.01% 907
2024
Q3 		$168K Buy
5,589
+20
+0.4% +$577 ﹤0.01% 907
2024
Q2 		$155K Buy
+5,569
New +$152K ﹤0.01% 895

Other funds holding DIVS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CHB Investment Group
CHB Investment Group New Hope, Pennsylvania $196M AUM 13.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Lakeside Advisors
Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
LaSalle St. Investment Advisors
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Clearstead Advisors's DIVS Position: Q1 2025 in Review

Clearstead Advisors sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q1 2025, closing a stake of 5,697 shares — an estimated $162K sold.

Clearstead Advisors first reported a position in DIVS in Q2 2024 and held it in 3 quarters. The position peaked at $168K in Q3 2024. 18 funds tracked by Wall St. Rank hold DIVS as of Q1 2025.

  • Clearstead Advisors reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 5,697 Guinness Atkinson Dividend Builder ETF shares in Q1 2025, an estimated $162K.
  • Clearstead Advisors first reported a position in Guinness Atkinson Dividend Builder ETF in Q2 2024 and held it in 3 quarters.
  • Clearstead Advisors's Guinness Atkinson Dividend Builder ETF position peaked at $168K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.