GI
DIVY

Gradient Investments’s Reality Shares DIVS ETF DIVY Stock Holding History

Gradient Investments’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
2020
Q1 		– Sell
-252
Closed -$7K – 1310
2019
Q4 		$7K Buy
+252
New +$6.75K ﹤0.01% 777

Other funds holding DIVY

MWC
MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gradient Investments's DIVY Position: Q1 2020 in Review

Gradient Investments sold out of Reality Shares DIVS ETF (DIVY) in Q1 2020, closing a stake of 252 shares — an estimated $7K sold.

Gradient Investments first reported a position in DIVY in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 22 funds tracked by Wall St. Rank hold DIVY as of Q1 2020.

  • Gradient Investments reported no remaining Reality Shares DIVS ETF position as of Q1 2020 after selling out during the quarter.
  • Gradient Investments sold 252 Reality Shares DIVS ETF shares in Q1 2020, an estimated $7K.
  • Gradient Investments first reported a position in Reality Shares DIVS ETF in Q4 2019 and held it in 1 quarter.
  • Gradient Investments's Reality Shares DIVS ETF position peaked at $7K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.