Planning Strategies’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Planning Strategies’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
2026 Q2	$90.3K	Buy	+2,753	New	+$89K	0.06%	110

Other funds holding DIVS

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Planning Strategies's DIVS Position: Q2 2026 in Review

Planning Strategies opened a new position in Guinness Atkinson Dividend Builder ETF (DIVS) in Q2 2026: 2,753 shares worth $90.3K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings.

17 funds tracked by Wall St. Rank hold DIVS as of Q2 2026.

Planning Strategies held 2,753 shares of Guinness Atkinson Dividend Builder ETF worth $90.3K as of Q2 2026.
Guinness Atkinson Dividend Builder ETF was a new Planning Strategies position in Q2 2026.
Guinness Atkinson Dividend Builder ETF made up 0.06% of Planning Strategies's portfolio in Q2 2026, its #110 holding.
17 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.