FFA
DIVY icon

Farther Finance Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Farther Finance Advisors’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
2026
Q2 		$248K Sell
8,535
-823
-9% -$23.3K ﹤0.01% 2087
2026
Q1 		$258K Sell
9,358
-404
-4% -$11.2K ﹤0.01% 1841
2025
Q4 		$257K Buy
9,762
+41
+0.4% +$1.06K ﹤0.01% 1748
2025
Q3 		$254K Buy
9,721
+4,632
+91% +$120K ﹤0.01% 1472
2025
Q2 		$130K Sell
5,089
-531
-9% -$12.9K ﹤0.01% 1618
2025
Q1 		$143K Sell
5,620
-932
-14% -$24.1K ﹤0.01% 1371
2024
Q4 		$167K Buy
6,552
+46
+0.7% +$1.22K 0.01% 1066
2024
Q3 		$176K Buy
+6,506
New +$170K 0.01% 1040

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Farther Finance Advisors's DIVY Position: Q2 2026 in Review

Farther Finance Advisors reduced its Sound Equity Dividend Income ETF (DIVY) stake by 8.8% in Q2 2026, selling an estimated $23.3K and leaving 8,535 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Farther Finance Advisors first reported a position in DIVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $258K in Q1 2026. 7 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

  • Farther Finance Advisors held 8,535 shares of Sound Equity Dividend Income ETF worth $248K as of Q2 2026.
  • Farther Finance Advisors sold 823 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $23.3K.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2087 holding.
  • Farther Finance Advisors first reported a position in Sound Equity Dividend Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Sound Equity Dividend Income ETF position peaked at $258K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.