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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 $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Lineweaver Wealth Advisors's DIVY Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of Sound Equity Dividend Income ETF (DIVY) in Q4 2023, closing a stake of 24,625 shares — an estimated $612K sold.

Lineweaver Wealth Advisors first reported a position in DIVY in Q3 2022 and held it in 5 quarters. The position peaked at $732K in Q4 2022. 5 funds tracked by Wall St. Rank hold DIVY as of Q4 2023.

  • Lineweaver Wealth Advisors reported no remaining Sound Equity Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 24,625 Sound Equity Dividend Income ETF shares in Q4 2023, an estimated $612K.
  • Lineweaver Wealth Advisors first reported a position in Sound Equity Dividend Income ETF in Q3 2022 and held it in 5 quarters.
  • Lineweaver Wealth Advisors's Sound Equity Dividend Income ETF position peaked at $732K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.