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
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 $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $177M AUM

Foundations Investment Advisors's DIVY Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Sound Equity Dividend Income ETF (DIVY) in Q1 2026: 12,139 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings.

18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

  • Foundations Investment Advisors held 12,139 shares of Sound Equity Dividend Income ETF worth $334K as of Q1 2026.
  • Sound Equity Dividend Income ETF was a new Foundations Investment Advisors position in Q1 2026.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #866 holding.
  • 18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.