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LM Advisors’s Altrius Global Dividend ETF DIVD Stock Holding History

LM Advisors’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.8K Buy
2,125
+410
+24% +$16.8K 0.82% 34
2025
Q4 		$44.5K Sell
1,715
-38,926
-96% -$1.46M 0.8% 37
2025
Q3 		$1.5M Buy
40,641
+9,114
+29% +$331K 0.22% 76
2025
Q2 		$1.12M Buy
31,527
+5,508
+21% +$188K 0.14% 75
2025
Q1 		$900K Buy
26,019
+4,834
+23% +$163K 0.16% 97
2024
Q4 		$667K Buy
21,185
+5,014
+31% +$166K 0.12% 115
2024
Q3 		$552K Sell
16,171
-887
-5% -$29.4K 0.11% 116
2024
Q2 		$545K Buy
17,058
+5,831
+52% +$190K ﹤0.01% 125
2024
Q1 		$377K Buy
11,227
+9,638
+607% +$309K 0.06% 158
2023
Q4 		$50.4K Buy
+1,589
New +$47.1K 0.01% 335

Other funds holding DIVD

ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LM Advisors's DIVD Position: Q1 2026 in Review

LM Advisors increased its Altrius Global Dividend ETF (DIVD) stake by 24% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,125 shares worth $51.8K. The position accounts for 0.82% of the portfolio, ranked #34.

LM Advisors first reported a position in DIVD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q3 2025. 10 funds tracked by Wall St. Rank hold DIVD as of Q1 2026.

  • LM Advisors held 2,125 shares of Altrius Global Dividend ETF worth $51.8K as of Q1 2026.
  • LM Advisors bought 410 Altrius Global Dividend ETF shares in Q1 2026, an estimated $16.8K.
  • Altrius Global Dividend ETF made up 0.82% of LM Advisors's portfolio in Q1 2026, its #34 holding.
  • LM Advisors first reported a position in Altrius Global Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Altrius Global Dividend ETF position peaked at $1.5M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.