UBS Group’s Altrius Global Dividend ETF DIVD Stock Holding History

UBS Group’s Portfolio DIVD Stock Details DIVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-297	Closed	-$12.6K	–	11279
2026 Q2	$12.6K	Buy	+297	New	+$12.6K	﹤0.01%	8435
2025 Q4	–	Sell	-475	Closed	-$17.5K	–	10628
2025 Q3	$17.5K	Buy	475 +462	+3,554%	+$16.8K	﹤0.01%	8243
2025 Q2	$464	Buy	+13	New	+$445	﹤0.01%	9820
2024 Q2	–	Sell	-52	Closed	-$1.74K	–	9626
2024 Q1	$1.74K	Buy	+52	New	+$1.67K	﹤0.01%	8064
2023 Q4	–	Sell	-123	Closed	-$3.61K	–	9405
2023 Q3	$3.61K	Buy	+123	New	+$3.7K	﹤0.01%	7536
2023 Q2	–	Sell	-17	Closed	-$501	–	9042
2023 Q1	$501	Sell	17 -85	-83%	-$2.51K	﹤0.01%	9006
2022 Q4	$2.92K	Buy	+102	New	+$2.82K	﹤0.01%	9601

Other funds holding DIVD

Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

PIAI

PREMIER INVESTMENT ADVISORS, INC. Beachwood, Ohio $57.2M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

UBS Group's DIVD Position: Q3 2026 in Review

UBS Group sold out of Altrius Global Dividend ETF (DIVD) in Q3 2026, closing a stake of 297 shares — an estimated $12.6K sold.

UBS Group first reported a position in DIVD in Q4 2022 and held it in 7 quarters. The position peaked at $17.5K in Q3 2025. 6 funds tracked by Wall St. Rank hold DIVD as of Q3 2026.

UBS Group reported no remaining Altrius Global Dividend ETF position as of Q3 2026 after selling out during the quarter.
UBS Group sold 297 Altrius Global Dividend ETF shares in Q3 2026, an estimated $12.6K.
UBS Group first reported a position in Altrius Global Dividend ETF in Q4 2022 and held it in 7 quarters.
UBS Group's Altrius Global Dividend ETF position peaked at $17.5K in Q3 2025.
6 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.