SBIA
IPDP

Sheaff Brock Investment Advisors’s Dividend Performers ETF IPDP Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio IPDP Stock Details IPDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$19.2M Sell
1,008,207
-6,730
-0.7% -$133K 1.77% 6
2024
Q4 		$19.5M Buy
1,014,937
+24,459
+2% +$490K 1.7% 6
2024
Q3 		$19.4M Sell
990,478
-10,789
-1% -$203K 1.7% 7
2024
Q2 		$18.2M Sell
1,001,267
-6,311
-0.6% -$115K 1.69% 6
2024
Q1 		$18.7M Buy
1,007,578
+7,051
+0.7% +$125K 1.18% 7
2023
Q4 		$17M Sell
1,000,527
-6,131
-0.6% -$97.6K 1.32% 7
2023
Q3 		$15.2M Buy
1,006,658
+29,792
+3% +$473K 1.38% 9
2023
Q2 		$15.6M Buy
976,866
+351
+0% +$5.2K 1.31% 8
2023
Q1 		$14.1M Sell
976,515
-15,964
-2% -$227K 1.3% 7
2022
Q4 		$13.2M Sell
992,479
-14,873
-1% -$201K 1.3% 11
2022
Q3 		$11.6M Sell
1,007,352
-13,870
-1% -$196K 1.24% 8
2022
Q2 		$13M Buy
1,021,222
+84,471
+9% +$1.26M 1.08% 8
2022
Q1 		$15.7M Buy
+936,751
New +$15.1M 1.09% 8

Other funds holding IPDP

CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's IPDP Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Dividend Performers ETF (IPDP) stake by 0.66% in Q1 2025, selling an estimated $133K and leaving 1,008,207 shares worth $19.2M. The position accounts for 1.77% of the portfolio, ranked #6.

Sheaff Brock Investment Advisors first reported a position in IPDP in Q1 2022 and has held it in 13 quarters since. The position peaked at $19.5M in Q4 2024. 4 funds tracked by Wall St. Rank hold IPDP as of Q1 2025.

  • Sheaff Brock Investment Advisors held 1,008,207 shares of Dividend Performers ETF worth $19.2M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 6,730 Dividend Performers ETF shares in Q1 2025, an estimated $133K.
  • Dividend Performers ETF made up 1.77% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #6 holding.
  • Sheaff Brock Investment Advisors first reported a position in Dividend Performers ETF in Q1 2022 and has held it in 13 quarters since.
  • Sheaff Brock Investment Advisors's Dividend Performers ETF position peaked at $19.5M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Dividend Performers ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.