MKD Wealth Coaches’s Reality Shares DIVS ETF DIVY Stock Holding History

MKD Wealth Coaches’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 Q2	–	Sell	-321,131	Closed	-$4.82M	–	39
2020 Q1	$4.82M	Sell	321,131 -14,517	-4%	-$352K	6.47%	4
2019 Q4	$8.96M	Sell	335,648 -656	-0.2%	-$17.6K	7.62%	1
2019 Q3	$8.78M	Buy	336,304 +6,487	+2%	+$170K	9.12%	1
2019 Q2	$8.77M	Sell	329,817 -1,132	-0.3%	-$30K	7.82%	2
2019 Q1	$8.67M	Buy	330,949 +88,477	+36%	+$2.3M	8.76%	1
2018 Q4	$6.06M	Buy	+242,472	New	+$6.38M	7.18%	3

Other funds holding DIVY

NAM

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

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

PAG

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

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

SCA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MKD Wealth Coaches's DIVY Position: Q2 2020 in Review

MKD Wealth Coaches sold out of Reality Shares DIVS ETF (DIVY) in Q2 2020, closing a stake of 321,131 shares — an estimated $4.82M sold.

MKD Wealth Coaches first reported a position in DIVY in Q4 2018 and held it in 6 quarters. The position peaked at $8.96M in Q4 2019. 15 funds tracked by Wall St. Rank hold DIVY as of Q2 2020.

MKD Wealth Coaches reported no remaining Reality Shares DIVS ETF position as of Q2 2020 after selling out during the quarter.
MKD Wealth Coaches sold 321,131 Reality Shares DIVS ETF shares in Q2 2020, an estimated $4.82M.
MKD Wealth Coaches first reported a position in Reality Shares DIVS ETF in Q4 2018 and held it in 6 quarters.
MKD Wealth Coaches's Reality Shares DIVS ETF position peaked at $8.96M in Q4 2019.
15 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q2 2020.

Based on MKD Wealth Coaches's 13F filing for Q2 2020, filed 11 Aug 2020.