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Visionary Wealth Advisors’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Visionary Wealth Advisors’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
2024
Q3 		– Sell
-9,465
Closed -$263K – 540
2024
Q2 		$263K Sell
9,465
-9,832
-51% -$269K 0.02% 435
2024
Q1 		$528K Buy
19,297
+1,244
+7% +$33.1K 0.04% 315
2023
Q4 		$468K Buy
18,053
+8,002
+80% +$198K 0.03% 325
2023
Q3 		$243K Buy
+10,051
New +$254K 0.02% 404

Other funds holding DIVS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIG
CHB Investment Group New Hope, Pennsylvania $196M AUM 13.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Visionary Wealth Advisors's DIVS Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q3 2024, closing a stake of 9,465 shares — an estimated $263K sold.

Visionary Wealth Advisors first reported a position in DIVS in Q3 2023 and held it in 4 quarters. The position peaked at $528K in Q1 2024. 18 funds tracked by Wall St. Rank hold DIVS as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 9,465 Guinness Atkinson Dividend Builder ETF shares in Q3 2024, an estimated $263K.
  • Visionary Wealth Advisors first reported a position in Guinness Atkinson Dividend Builder ETF in Q3 2023 and held it in 4 quarters.
  • Visionary Wealth Advisors's Guinness Atkinson Dividend Builder ETF position peaked at $528K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.