Insigneo Advisory Services’s Cullen Enhanced Equity Income ETF DIVP Stock Holding History

Insigneo Advisory Services’s Portfolio DIVP Stock Details DIVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,941	Closed	-$402K	–	849
2025 Q3	$402K	Buy	15,941 +1,588	+11%	+$40.5K	0.03%	432
2025 Q2	$364K	Buy	14,353 +1,580	+12%	+$39.1K	0.03%	414
2025 Q1	$333K	Buy	+12,773	New	+$329K	0.03%	394

Other funds holding DIVP

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

MEG

Millstone Evans Group Boulder, Colorado $167M AUM 24.68% 1-Year Est. Return

Insigneo Advisory Services's DIVP Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Cullen Enhanced Equity Income ETF (DIVP) in Q4 2025, closing a stake of 15,941 shares — an estimated $402K sold.

Insigneo Advisory Services first reported a position in DIVP in Q1 2025 and held it in 3 quarters. The position peaked at $402K in Q3 2025. 14 funds tracked by Wall St. Rank hold DIVP as of Q4 2025.

Insigneo Advisory Services reported no remaining Cullen Enhanced Equity Income ETF position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 15,941 Cullen Enhanced Equity Income ETF shares in Q4 2025, an estimated $402K.
Insigneo Advisory Services first reported a position in Cullen Enhanced Equity Income ETF in Q1 2025 and held it in 3 quarters.
Insigneo Advisory Services's Cullen Enhanced Equity Income ETF position peaked at $402K in Q3 2025.
14 funds tracked by Wall St. Rank held Cullen Enhanced Equity Income ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.