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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
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 $8.94B AUM 20.84% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DIVY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Sound Equity Dividend Income ETF (DIVY) in Q1 2026: 243 shares worth $6.68K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings.

18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 243 shares of Sound Equity Dividend Income ETF worth $6.68K as of Q1 2026.
  • Sound Equity Dividend Income ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #562 holding.
  • 18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.