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Legacy Wealth Management (Idaho)’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-243
Closed -$6.68K – 384
2026
Q1 		$6.68K Buy
+243
New +$6.74K ﹤0.01% 562

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Legacy Wealth Management (Idaho)'s DIVY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sound Equity Dividend Income ETF (DIVY) in Q2 2026, closing a stake of 243 shares — an estimated $6.68K sold.

Legacy Wealth Management (Idaho) first reported a position in DIVY in Q1 2026 and held it in 1 quarter. The position peaked at $6.68K in Q1 2026. 16 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Sound Equity Dividend Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 243 Sound Equity Dividend Income ETF shares in Q2 2026, an estimated $6.68K.
  • Legacy Wealth Management (Idaho) first reported a position in Sound Equity Dividend Income ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Sound Equity Dividend Income ETF position peaked at $6.68K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.