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Harpswell Capital Advisors’s Altrius Global Dividend ETF DIVD Stock Holding History

Harpswell Capital Advisors’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425K Hold
10,000
– – 0.27% 35
2026
Q1 		$410K Hold
10,000
– – 0.31% 31
2025
Q4 		$385K Sell
10,000
-2,000
-17% -$75.1K 0.31% 31
2025
Q3 		$443K Buy
+12,000
New +$436K 0.42% 25

Other funds holding DIVD

ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Harpswell Capital Advisors's DIVD Position: Q2 2026 in Review

Harpswell Capital Advisors held its Altrius Global Dividend ETF (DIVD) position steady in Q2 2026 at 10,000 shares worth $425K. The position accounts for 0.27% of the portfolio, ranked #35.

Harpswell Capital Advisors first reported a position in DIVD in Q3 2025 and has held it in 4 quarters since. The position peaked at $443K in Q3 2025. 13 funds tracked by Wall St. Rank hold DIVD as of Q2 2026.

  • Harpswell Capital Advisors held 10,000 shares of Altrius Global Dividend ETF worth $425K as of Q2 2026.
  • Harpswell Capital Advisors left its Altrius Global Dividend ETF share count unchanged in Q2 2026.
  • Altrius Global Dividend ETF made up 0.27% of Harpswell Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Harpswell Capital Advisors first reported a position in Altrius Global Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Harpswell Capital Advisors's Altrius Global Dividend ETF position peaked at $443K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.