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
2025 Q2	$294K	Sell
2025 Q1	$340K	Sell
2024 Q4	$449K	Sell
2024 Q3	$602K	Sell
2024 Q2	$691K	Sell
2024 Q1	$926K	Buy
2023 Q4	$468K	Buy