Osaic Holdings’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Osaic Holdings’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
2026 Q3	$17.5K	Buy	+600	New	+$18.2K	﹤0.01%	6282

Other funds holding DIVY

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Osaic Holdings's DIVY Position: Q3 2026 in Review

Osaic Holdings opened a new position in Sound Equity Dividend Income ETF (DIVY) in Q3 2026: 600 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #6282 among its holdings.

14 funds tracked by Wall St. Rank hold DIVY as of Q3 2026.

Osaic Holdings held 600 shares of Sound Equity Dividend Income ETF worth $17.5K as of Q3 2026.
Sound Equity Dividend Income ETF was a new Osaic Holdings position in Q3 2026.
Sound Equity Dividend Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6282 holding.
14 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.