Principle Wealth Partners’s Source Dividend Opportunity ETF DVOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-35,175
Closed -$610K 478
2020
Q1
$610K Buy
+35,175
New +$771K 0.23% 67

Principle Wealth Partners's DVOP Position: Q2 2020 in Review

Principle Wealth Partners sold out of Source Dividend Opportunity ETF (DVOP) in Q2 2020, closing a stake of 35,175 shares — an estimated $610K sold.

Principle Wealth Partners first reported a position in DVOP in Q1 2020 and held it in 1 quarter. The position peaked at $610K in Q1 2020. 0 funds tracked by Wall St. Rank hold DVOP as of Q2 2020.

  • Principle Wealth Partners reported no remaining Source Dividend Opportunity ETF position as of Q2 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 35,175 Source Dividend Opportunity ETF shares in Q2 2020, an estimated $610K.
  • Principle Wealth Partners first reported a position in Source Dividend Opportunity ETF in Q1 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Source Dividend Opportunity ETF position peaked at $610K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Source Dividend Opportunity ETF as of Q2 2020.

Based on Principle Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.