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Orion Portfolio Solutions’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$531K Sell
20,724
-13,621
-40% -$353K 0.01% 1397
2024
Q4 		$876K Buy
34,345
+14,544
+73% +$387K 0.01% 1125
2024
Q3 		$535K Buy
+19,801
New +$518K 0.01% 1310

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Orion Portfolio Solutions's DIVY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Sound Equity Dividend Income ETF (DIVY) stake by 40% in Q1 2025, selling an estimated $353K and leaving 20,724 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #1397.

Orion Portfolio Solutions first reported a position in DIVY in Q3 2024 and has held it in 3 quarters since. The position peaked at $876K in Q4 2024. 15 funds tracked by Wall St. Rank hold DIVY as of Q1 2025.

  • Orion Portfolio Solutions held 20,724 shares of Sound Equity Dividend Income ETF worth $531K as of Q1 2025.
  • Orion Portfolio Solutions sold 13,621 Sound Equity Dividend Income ETF shares in Q1 2025, an estimated $353K.
  • Sound Equity Dividend Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1397 holding.
  • Orion Portfolio Solutions first reported a position in Sound Equity Dividend Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Sound Equity Dividend Income ETF position peaked at $876K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.