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Harbour Investments’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Harbour 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
2026
Q1 		$4.4K Hold
160
– – ﹤0.01% 3643
2025
Q4 		$4.22K Hold
160
– – ﹤0.01% 3072
2025
Q3 		$4.18K Hold
160
– – ﹤0.01% 3053
2025
Q2 		$4.09K Hold
160
– – ﹤0.01% 2949
2025
Q1 		$4.1K Hold
160
– – ﹤0.01% 2886
2024
Q4 		$4.08K Hold
160
– – ﹤0.01% 2811
2024
Q3 		$4.32K Hold
160
– – ﹤0.01% 2671
2024
Q2 		$4.03K Hold
160
– – ﹤0.01% 2588
2024
Q1 		$4.33K Hold
160
– – ﹤0.01% 2544
2023
Q4 		$4.16K Hold
160
– – ﹤0.01% 2483
2023
Q3 		$3.98K Hold
160
– – ﹤0.01% 2351
2023
Q2 		$4.06K Hold
160
– – ﹤0.01% 2348
2023
Q1 		$4.09K Hold
160
– – ﹤0.01% 2347
2022
Q4 		$4.11K Buy
+160
New +$4.09K ﹤0.01% 2279

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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 $194M 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

Harbour Investments's DIVY Position: Q1 2026 in Review

Harbour Investments held its Sound Equity Dividend Income ETF (DIVY) position steady in Q1 2026 at 160 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3643.

Harbour Investments first reported a position in DIVY in Q4 2022 and has held it in 14 quarters since. 18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

  • Harbour Investments held 160 shares of Sound Equity Dividend Income ETF worth $4.4K as of Q1 2026.
  • Harbour Investments left its Sound Equity Dividend Income ETF share count unchanged in Q1 2026.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3643 holding.
  • Harbour Investments first reported a position in Sound Equity Dividend Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.