IFP Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-192	Closed	-$4K	–	3624
2022 Q4	$4K	Hold	192	–	–	﹤0.01%	3878
2022 Q3	$4K	Hold	192	–	–	﹤0.01%	4114
2022 Q2	$4K	Hold	192	–	–	﹤0.01%	3877
2022 Q1	$4K	Buy	+192	New	+$5.05K	﹤0.01%	3876

Other funds holding DIVY

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IFP Advisors's DIVY Position: Q1 2023 in Review

IFP Advisors sold out of Sound Equity Dividend Income ETF (DIVY) in Q1 2023, closing a stake of 192 shares — an estimated $4K sold.

IFP Advisors first reported a position in DIVY in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q4 2022. 6 funds tracked by Wall St. Rank hold DIVY as of Q1 2023.

IFP Advisors reported no remaining Sound Equity Dividend Income ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 192 Sound Equity Dividend Income ETF shares in Q1 2023, an estimated $4K.
IFP Advisors first reported a position in Sound Equity Dividend Income ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's Sound Equity Dividend Income ETF position peaked at $4K in Q4 2022.
6 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.