GVAG
DIVY

Great Valley Advisor Group’s Reality Shares DIVS ETF DIVY Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-20,113
Closed -$302K – 439
2020
Q1 		$302K Buy
20,113
+11,734
+140% +$284K 0.08% 238
2019
Q4 		$224K Buy
8,379
+522
+7% +$14K 0.05% 328
2019
Q3 		$205K Buy
+7,857
New +$206K 0.05% 326

Other funds holding DIVY

NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Valley Advisor Group's DIVY Position: Q2 2020 in Review

Great Valley Advisor Group sold out of Reality Shares DIVS ETF (DIVY) in Q2 2020, closing a stake of 20,113 shares — an estimated $302K sold.

Great Valley Advisor Group first reported a position in DIVY in Q3 2019 and held it in 3 quarters. The position peaked at $302K in Q1 2020. 15 funds tracked by Wall St. Rank hold DIVY as of Q2 2020.

  • Great Valley Advisor Group reported no remaining Reality Shares DIVS ETF position as of Q2 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 20,113 Reality Shares DIVS ETF shares in Q2 2020, an estimated $302K.
  • Great Valley Advisor Group first reported a position in Reality Shares DIVS ETF in Q3 2019 and held it in 3 quarters.
  • Great Valley Advisor Group's Reality Shares DIVS ETF position peaked at $302K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.