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Strategic Wealth Partners’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Strategic Wealth Partners’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-175
Closed -$4.58K – 1481
2025
Q3 		$4.58K Buy
+175
New +$4.54K ﹤0.01% 1057

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Strategic Wealth Partners's DIVY Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Sound Equity Dividend Income ETF (DIVY) in Q4 2025, closing a stake of 175 shares — an estimated $4.58K sold.

Strategic Wealth Partners first reported a position in DIVY in Q3 2025 and held it in 1 quarter. The position peaked at $4.58K in Q3 2025. 10 funds tracked by Wall St. Rank hold DIVY as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Sound Equity Dividend Income ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 175 Sound Equity Dividend Income ETF shares in Q4 2025, an estimated $4.58K.
  • Strategic Wealth Partners first reported a position in Sound Equity Dividend Income ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Sound Equity Dividend Income ETF position peaked at $4.58K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.