Mariner Independent Advisor Network’s Reality Shares DIVS ETF DIVY Stock Holding History

Mariner Independent Advisor Network’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
2020 Q1	–	Sell	-30,534	Closed	-$812K	–	409
2019 Q4	$812K	Sell	30,534 -18,514	-38%	-$496K	0.06%	266
2019 Q3	$1.28M	Sell	49,048 -3,134	-6%	-$82.3K	0.1%	221
2019 Q2	$1.39M	Sell	52,182 -3,886	-7%	-$103K	0.1%	202
2019 Q1	$1.47M	Sell	56,068 -7,492	-12%	-$195K	0.12%	181
2018 Q4	$1.61M	Sell	63,560 -68,629	-52%	-$1.81M	0.14%	161
2018 Q3	$3.59M	Buy	132,189 +104,434	+376%	+$2.82M	0.45%	54
2018 Q2	$742K	Sell	27,755 -84,653	-75%	-$2.28M	0.13%	105
2018 Q1	$3.07M	Buy	112,408 +539	+0.5%	+$14.5K	0.19%	110
2017 Q4	$2.92M	Buy	111,869 +84,957	+316%	+$2.23M	0.31%	83
2017 Q3	$694K	Buy	26,912 +5,198	+24%	+$134K	0.11%	108
2017 Q2	$554K	Buy	+21,714	New	+$563K	0.08%	153

Other funds holding DIVY

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Independent Advisor Network's DIVY Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of Reality Shares DIVS ETF (DIVY) in Q1 2020, closing a stake of 30,534 shares — an estimated $812K sold.

Mariner Independent Advisor Network first reported a position in DIVY in Q2 2017 and held it in 11 quarters. The position peaked at $3.59M in Q3 2018. 22 funds tracked by Wall St. Rank hold DIVY as of Q1 2020.

Mariner Independent Advisor Network reported no remaining Reality Shares DIVS ETF position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 30,534 Reality Shares DIVS ETF shares in Q1 2020, an estimated $812K.
Mariner Independent Advisor Network first reported a position in Reality Shares DIVS ETF in Q2 2017 and held it in 11 quarters.
Mariner Independent Advisor Network's Reality Shares DIVS ETF position peaked at $3.59M in Q3 2018.
22 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.