Lakeside Advisors’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Lakeside Advisors’s Portfolio DIVS Stock Details DIVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Hold	15,000	–	–	0.31%	49
2026 Q1	$455K	Hold	15,000	–	–	0.3%	47
2025 Q4	$464K	Hold	15,000	–	–	0.3%	44
2025 Q3	$467K	Buy	15,000 +532	+4%	+$16.4K	0.3%	42
2025 Q2	$445K	Sell	14,468 -1,960	-12%	-$58K	0.29%	41
2025 Q1	$480K	Hold	16,428	–	–	0.32%	41
2024 Q4	$467K	Buy	16,428 +500	+3%	+$14.8K	0.31%	41
2024 Q3	$480K	Buy	15,928 +500	+3%	+$14.4K	0.3%	43
2024 Q2	$429K	Buy	15,428 +500	+3%	+$13.7K	0.28%	44
2024 Q1	$408K	Hold	14,928	–	–	0.26%	45
2023 Q4	$387K	Hold	14,928	–	–	0.27%	45
2023 Q3	$361K	Hold	14,928	–	–	0.28%	44
2023 Q2	$380K	Hold	14,928	–	–	0.28%	43
2023 Q1	$363K	Hold	14,928	–	–	0.28%	44
2022 Q4	$345K	Hold	14,928	–	–	0.28%	43
2022 Q3	$316K	Hold	14,928	–	–	0.28%	40
2022 Q2	$346K	Hold	14,928	–	–	0.29%	40
2022 Q1	$386K	Hold	14,928	–	–	0.29%	37
2021 Q4	$401K	Buy	+14,928	New	+$390K	0.3%	36

Other funds holding DIVS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Lakeside Advisors's DIVS Position: Q2 2026 in Review

Lakeside Advisors held its Guinness Atkinson Dividend Builder ETF (DIVS) position steady in Q2 2026 at 15,000 shares worth $492K. The position accounts for 0.31% of the portfolio, ranked #49.

Lakeside Advisors first reported a position in DIVS in Q4 2021 and has held it in 19 quarters since. 9 funds tracked by Wall St. Rank hold DIVS as of Q2 2026.

Lakeside Advisors held 15,000 shares of Guinness Atkinson Dividend Builder ETF worth $492K as of Q2 2026.
Lakeside Advisors left its Guinness Atkinson Dividend Builder ETF share count unchanged in Q2 2026.
Guinness Atkinson Dividend Builder ETF made up 0.31% of Lakeside Advisors's portfolio in Q2 2026, its #49 holding.
Lakeside Advisors first reported a position in Guinness Atkinson Dividend Builder ETF in Q4 2021 and has held it in 19 quarters since.
9 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.