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%	3879
2022 Q3	$4K	Hold	192	–	–	﹤0.01%	4115
2022 Q2	$4K	Hold	192	–	–	﹤0.01%	3877
2022 Q1	$4K	Buy	+192	New	+$5.05K	﹤0.01%	3877

Other funds holding DIVY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CAN

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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.