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International Assets Investment Management’s Sound Equity Dividend Income ETF DIVY Stock Holding History

International Assets Investment Management’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
Q2 		$7.3K Sell
250
-1,500
-86% -$42.4K ﹤0.01% 1884
2026
Q1 		$48.2K Sell
1,750
-1,150
-40% -$31.9K ﹤0.01% 1234
2025
Q4 		$76.5K Buy
+2,900
New +$75.1K 0.01% 1080
2025
Q2 		– Sell
-18,075
Closed -$463K – 854
2025
Q1 		$463K Buy
18,075
+228
+1% +$5.9K 0.04% 432
2024
Q4 		$454K Buy
+17,847
New +$475K 0.04% 435
2024
Q3 		– Sell
-10,472
Closed -$263K – 1905
2024
Q2 		$263K Buy
+10,472
New +$271K 0.02% 592

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

International Assets Investment Management's DIVY Position: Q2 2026 in Review

International Assets Investment Management reduced its Sound Equity Dividend Income ETF (DIVY) stake by 86% in Q2 2026, selling an estimated $42.4K and leaving 250 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

International Assets Investment Management first reported a position in DIVY in Q2 2024 and has held it in 6 quarters since. The position peaked at $463K in Q1 2025. 7 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

  • International Assets Investment Management held 250 shares of Sound Equity Dividend Income ETF worth $7.3K as of Q2 2026.
  • International Assets Investment Management sold 1,500 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $42.4K.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1884 holding.
  • International Assets Investment Management first reported a position in Sound Equity Dividend Income ETF in Q2 2024 and has held it in 6 quarters since.
  • International Assets Investment Management's Sound Equity Dividend Income ETF position peaked at $463K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.