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

Key Capital 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	$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

SIS

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

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Key Capital Management's DIVY Position: Q2 2026 in Review

Key Capital Management reduced its Sound Equity Dividend Income ETF (DIVY) stake by 46% in Q2 2026, selling an estimated $75.2K and leaving 3,061 shares worth $88.8K. The position accounts for 0.05% of the portfolio, ranked #116.

Key Capital Management first reported a position in DIVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $157K in Q1 2026. 7 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

Key Capital Management held 3,061 shares of Sound Equity Dividend Income ETF worth $88.8K as of Q2 2026.
Key Capital Management sold 2,659 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $75.2K.
Sound Equity Dividend Income ETF made up 0.05% of Key Capital Management's portfolio in Q2 2026, its #116 holding.
Key Capital Management first reported a position in Sound Equity Dividend Income ETF in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's Sound Equity Dividend Income ETF position peaked at $157K in Q1 2026.
7 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.