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

Sterling Financial Planning’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 Q1	–	Sell	-8,876	Closed	-$274K	–	119
2025 Q4	$274K	Hold	8,876	–	–	0.08%	98
2025 Q3	$276K	Hold	8,876	–	–	0.09%	99
2025 Q2	$273K	Hold	8,876	–	–	0.09%	95
2025 Q1	$259K	Hold	8,876	–	–	0.09%	98
2024 Q4	$252K	Sell	8,876 -500	-5%	-$14.8K	0.09%	94
2024 Q3	$283K	Hold	9,376	–	–	0.1%	92
2024 Q2	$260K	Hold	9,376	–	–	0.11%	95
2024 Q1	$256K	Sell	9,376 -370	-4%	-$9.84K	0.1%	95
2023 Q4	$253K	Sell	9,746 -594	-6%	-$14.7K	0.11%	89
2023 Q3	$250K	Hold	10,340	–	–	0.13%	85
2023 Q2	$263K	Hold	10,340	–	–	0.13%	82
2023 Q1	$252K	Sell	10,340 -131	-1%	-$3.09K	0.14%	85
2022 Q4	$242K	Hold	10,471	–	–	0.14%	84
2022 Q3	$222K	Sell	10,471 -1,235	-11%	-$28.9K	0.16%	83
2022 Q2	$272K	Sell	11,706 -249	-2%	-$6.08K	0.19%	76
2022 Q1	$309K	Sell	11,955 -1,435	-11%	-$36.8K	0.19%	72
2021 Q4	$360K	Hold	13,390	–	–	0.23%	66
2021 Q3	$335K	Buy	13,390 +7,878	+143%	+$205K	0.21%	61
2021 Q2	$140K	Buy	+5,512	New	+$138K	0.09%	102

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

FTUS

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Sterling Financial Planning's DIVS Position: Q1 2026 in Review

Sterling Financial Planning sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q1 2026, closing a stake of 8,876 shares — an estimated $274K sold.

Sterling Financial Planning first reported a position in DIVS in Q2 2021 and held it in 19 quarters. The position peaked at $360K in Q4 2021. 20 funds tracked by Wall St. Rank hold DIVS as of Q1 2026.

Sterling Financial Planning reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q1 2026 after selling out during the quarter.
Sterling Financial Planning sold 8,876 Guinness Atkinson Dividend Builder ETF shares in Q1 2026, an estimated $274K.
Sterling Financial Planning first reported a position in Guinness Atkinson Dividend Builder ETF in Q2 2021 and held it in 19 quarters.
Sterling Financial Planning's Guinness Atkinson Dividend Builder ETF position peaked at $360K in Q4 2021.
20 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.