Ellevest Inc’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Ellevest Inc’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
2022 Q1	–	Sell	-60	Closed	-$1K	–	1465
2021 Q4	$1K	Buy	+60	New	+$1.51K	﹤0.01%	1262

Other funds holding DIVY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ellevest Inc's DIVY Position: Q1 2022 in Review

Ellevest Inc sold out of Sound Equity Dividend Income ETF (DIVY) in Q1 2022, closing a stake of 60 shares — an estimated $1K sold.

Ellevest Inc first reported a position in DIVY in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 5 funds tracked by Wall St. Rank hold DIVY as of Q1 2022.

Ellevest Inc reported no remaining Sound Equity Dividend Income ETF position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 60 Sound Equity Dividend Income ETF shares in Q1 2022, an estimated $1K.
Ellevest Inc first reported a position in Sound Equity Dividend Income ETF in Q4 2021 and held it in 1 quarter.
Ellevest Inc's Sound Equity Dividend Income ETF position peaked at $1K in Q4 2021.
5 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.