FIA
DIVY icon

Foundations Investment Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Foundations Investment 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 		$279K Sell
9,629
-2,510
-21% -$71K ﹤0.01% 998
2026
Q1 		$334K Buy
+12,139
New +$336K ﹤0.01% 866

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foundations Investment Advisors's DIVY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Sound Equity Dividend Income ETF (DIVY) stake by 21% in Q2 2026, selling an estimated $71K and leaving 9,629 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Foundations Investment Advisors first reported a position in DIVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $334K in Q1 2026. 16 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

  • Foundations Investment Advisors held 9,629 shares of Sound Equity Dividend Income ETF worth $279K as of Q2 2026.
  • Foundations Investment Advisors sold 2,510 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $71K.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #998 holding.
  • Foundations Investment Advisors first reported a position in Sound Equity Dividend Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Sound Equity Dividend Income ETF position peaked at $334K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.