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Patriot Investment Management Group’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Patriot Investment Management Group’s Portfolio DIVS Stock Details DIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,468
Closed -$204K – 239
2024
Q1 		$204K Sell
7,468
-2,845
-28% -$75.6K 0.02% 240
2023
Q4 		$267K Hold
10,313
– – 0.02% 210
2023
Q3 		$250K Sell
10,313
-1,326
-11% -$33.6K 0.02% 215
2023
Q2 		$296K Sell
11,639
-4,181
-26% -$104K 0.03% 206
2023
Q1 		$385K Sell
15,820
-1,588
-9% -$37.5K 0.03% 185
2022
Q4 		$411K Sell
17,408
-1,330
-7% -$30.5K 0.04% 181
2022
Q3 		$396K Sell
18,738
-619
-3% -$14.5K 0.04% 176
2022
Q2 		$449K Sell
19,357
-2,956
-13% -$72.2K 0.04% 169
2022
Q1 		$577K Sell
22,313
-506
-2% -$13K 0.05% 164
2021
Q4 		$612K Sell
22,819
-122
-0.5% -$3.19K 0.05% 160
2021
Q3 		$574K Buy
22,941
+3
+0% +$78 0.05% 155
2021
Q2 		$584K Sell
22,938
-547
-2% -$13.7K 0.05% 152
2021
Q1 		$556K Buy
+23,485
New +$556K 0.06% 153

Other funds holding DIVS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Patriot Investment Management Group's DIVS Position: Q2 2024 in Review

Patriot Investment Management Group sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q2 2024, closing a stake of 7,468 shares — an estimated $204K sold.

Patriot Investment Management Group first reported a position in DIVS in Q1 2021 and held it in 13 quarters. The position peaked at $612K in Q4 2021. 17 funds tracked by Wall St. Rank hold DIVS as of Q2 2024.

  • Patriot Investment Management Group reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q2 2024 after selling out during the quarter.
  • Patriot Investment Management Group sold 7,468 Guinness Atkinson Dividend Builder ETF shares in Q2 2024, an estimated $204K.
  • Patriot Investment Management Group first reported a position in Guinness Atkinson Dividend Builder ETF in Q1 2021 and held it in 13 quarters.
  • Patriot Investment Management Group's Guinness Atkinson Dividend Builder ETF position peaked at $612K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q2 2024.

Based on Patriot Investment Management Group's 13F filing for Q2 2024, filed 15 Jul 2024.