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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$531K Sell
20,724
-13,621
-40% -$349K 0.01% 1397
2024
Q4
$876K Buy
34,345
+14,544
+73% +$371K 0.01% 1125
2024
Q3
$535K Buy
+19,801
New +$535K 0.01% 1310