LWA
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Lineweaver Wealth Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Lineweaver Wealth Advisors’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
2023
Q4 		– Sell
-24,625
Closed -$612K – 132
2023
Q3 		$612K Sell
24,625
-1,024
-4% -$26.3K 0.18% 84
2023
Q2 		$650K Sell
25,649
-1,964
-7% -$49.2K 0.19% 77
2023
Q1 		$707K Sell
27,613
-895
-3% -$23.4K 0.22% 79
2022
Q4 		$732K Buy
28,508
+2,811
+11% +$71.8K 0.22% 77
2022
Q3 		$590K Buy
+25,697
New +$653K 0.19% 83

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return