Fiduciary Planning’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Fiduciary Planning’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
2025 Q3	–	Sell	-11,492	Closed	-$294K	–	85
2025 Q2	$294K	Sell	11,492 -1,772	-13%	-$43.1K	0.1%	65
2025 Q1	$340K	Sell	13,264 -4,358	-25%	-$113K	0.11%	61
2024 Q4	$449K	Sell	17,622 -4,661	-21%	-$124K	0.15%	52
2024 Q3	$602K	Sell	22,283 -5,191	-19%	-$136K	0.2%	43
2024 Q2	$691K	Sell	27,474 -6,726	-20%	-$174K	0.25%	39
2024 Q1	$926K	Buy	34,200 +16,204	+90%	+$421K	0.35%	30
2023 Q4	$468K	Buy	+17,996	New	+$444K	0.2%	40

Other funds holding DIVY

SIS

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fiduciary Planning's DIVY Position: Q3 2025 in Review

Fiduciary Planning sold out of Sound Equity Dividend Income ETF (DIVY) in Q3 2025, closing a stake of 11,492 shares — an estimated $294K sold.

Fiduciary Planning first reported a position in DIVY in Q4 2023 and held it in 7 quarters. The position peaked at $926K in Q1 2024. 11 funds tracked by Wall St. Rank hold DIVY as of Q3 2025.

Fiduciary Planning reported no remaining Sound Equity Dividend Income ETF position as of Q3 2025 after selling out during the quarter.
Fiduciary Planning sold 11,492 Sound Equity Dividend Income ETF shares in Q3 2025, an estimated $294K.
Fiduciary Planning first reported a position in Sound Equity Dividend Income ETF in Q4 2023 and held it in 7 quarters.
Fiduciary Planning's Sound Equity Dividend Income ETF position peaked at $926K in Q1 2024.
11 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q3 2025.

Based on Fiduciary Planning's 13F filing for Q3 2025, filed 15 Oct 2025.