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 Q3	$555K	Buy	16,800 +1,800	+12%	+$61.2K	0.32%	48
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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Lakeside Advisors's DIVS Position: Q3 2026 in Review

Lakeside Advisors increased its Guinness Atkinson Dividend Builder ETF (DIVS) stake by 12% in Q3 2026, buying an estimated $61.2K and bringing the position to 16,800 shares worth $555K. The position accounts for 0.32% of the portfolio, ranked #48.

Lakeside Advisors first reported a position in DIVS in Q4 2021 and has held it in 20 quarters since. 14 funds tracked by Wall St. Rank hold DIVS as of Q3 2026.

Lakeside Advisors held 16,800 shares of Guinness Atkinson Dividend Builder ETF worth $555K as of Q3 2026.
Lakeside Advisors bought 1,800 Guinness Atkinson Dividend Builder ETF shares in Q3 2026, an estimated $61.2K.
Guinness Atkinson Dividend Builder ETF made up 0.32% of Lakeside Advisors's portfolio in Q3 2026, its #48 holding.
Lakeside Advisors first reported a position in Guinness Atkinson Dividend Builder ETF in Q4 2021 and has held it in 20 quarters since.
14 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.