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Planning Strategies Inc.’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Planning Strategies Inc.’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
Q2 		$90.3K Buy
+2,753
New +$89K 0.06% 110

Other funds holding DIVS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Planning Strategies Inc.'s DIVS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Guinness Atkinson Dividend Builder ETF (DIVS) in Q2 2026: 2,753 shares worth $90.3K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings.

5 funds tracked by Wall St. Rank hold DIVS as of Q2 2026.

  • Planning Strategies Inc. held 2,753 shares of Guinness Atkinson Dividend Builder ETF worth $90.3K as of Q2 2026.
  • Guinness Atkinson Dividend Builder ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Guinness Atkinson Dividend Builder ETF made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #110 holding.
  • 5 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.