Key Capital Management’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$890K Buy
28,872
+25,811
+843% +$783K 0.33% 51
2026
Q2
$88.8K Sell
3,061
-2,659
-46% -$75.2K 0.05% 116
2026
Q1
$157K Buy
5,720
+3,211
+128% +$89K 0.1% 81
2025
Q4
$66.1K Buy
+2,509
New +$65K 0.07% 116

Other funds holding DIVY

Key Capital Management's DIVY Position: Q3 2026 in Review

Key Capital Management increased its Sound Equity Dividend Income ETF (DIVY) stake by 843% in Q3 2026, buying an estimated $783K and bringing the position to 28,872 shares worth $890K. The position accounts for 0.33% of the portfolio, ranked #51.

Key Capital Management first reported a position in DIVY in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold DIVY as of Q3 2026.

  • Key Capital Management held 28,872 shares of Sound Equity Dividend Income ETF worth $890K as of Q3 2026.
  • Key Capital Management bought 25,811 Sound Equity Dividend Income ETF shares in Q3 2026, an estimated $783K.
  • Sound Equity Dividend Income ETF made up 0.33% of Key Capital Management's portfolio in Q3 2026, its #51 holding.
  • Key Capital Management first reported a position in Sound Equity Dividend Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.