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Creative Financial Designs’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Creative Financial Designs’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
2024
Q2 		– Sell
-219
Closed -$5.99K – 1666
2024
Q1 		$5.99K Hold
219
– – ﹤0.01% 1270
2023
Q4 		$5.68K Hold
219
– – ﹤0.01% 1238
2023
Q3 		$5.3K Hold
219
– – ﹤0.01% 1174
2023
Q2 		$5.58K Hold
219
– – ﹤0.01% 1155
2023
Q1 		$5.33K Buy
+219
New +$5.17K ﹤0.01% 1096

Other funds holding DIVS

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 $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Creative Financial Designs's DIVS Position: Q2 2024 in Review

Creative Financial Designs sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q2 2024, closing a stake of 219 shares — an estimated $5.99K sold.

Creative Financial Designs first reported a position in DIVS in Q1 2023 and held it in 5 quarters. The position peaked at $5.99K in Q1 2024. 17 funds tracked by Wall St. Rank hold DIVS as of Q2 2024.

  • Creative Financial Designs reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 219 Guinness Atkinson Dividend Builder ETF shares in Q2 2024, an estimated $5.99K.
  • Creative Financial Designs first reported a position in Guinness Atkinson Dividend Builder ETF in Q1 2023 and held it in 5 quarters.
  • Creative Financial Designs's Guinness Atkinson Dividend Builder ETF position peaked at $5.99K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.