Global Wealth Management Investment Advisory’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q1	–	Sell	-405	Closed	-$11K	–	500
2021 Q4	$11K	Buy	+405	New	+$10.2K	﹤0.01%	299

Other funds holding DIVY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Wealth Management Investment Advisory's DIVY Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of Sound Equity Dividend Income ETF (DIVY) in Q1 2022, closing a stake of 405 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in DIVY in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 5 funds tracked by Wall St. Rank hold DIVY as of Q1 2022.

Global Wealth Management Investment Advisory reported no remaining Sound Equity Dividend Income ETF position as of Q1 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 405 Sound Equity Dividend Income ETF shares in Q1 2022, an estimated $11K.
Global Wealth Management Investment Advisory first reported a position in Sound Equity Dividend Income ETF in Q4 2021 and held it in 1 quarter.
Global Wealth Management Investment Advisory's Sound Equity Dividend Income ETF position peaked at $11K in Q4 2021.
5 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.