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Concourse Financial Group Securities’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Concourse Financial Group Securities’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
2023
Q1 		– Sell
-117
Closed -$3.06K – 2373
2022
Q4 		$3K Buy
+117
New +$2.99K ﹤0.01% 1971

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's DIVY Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of Sound Equity Dividend Income ETF (DIVY) in Q1 2023, closing a stake of 117 shares — an estimated $3.06K sold.

Concourse Financial Group Securities first reported a position in DIVY in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 6 funds tracked by Wall St. Rank hold DIVY as of Q1 2023.

  • Concourse Financial Group Securities reported no remaining Sound Equity Dividend Income ETF position as of Q1 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 117 Sound Equity Dividend Income ETF shares in Q1 2023, an estimated $3.06K.
  • Concourse Financial Group Securities first reported a position in Sound Equity Dividend Income ETF in Q4 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's Sound Equity Dividend Income ETF position peaked at $3K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.