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Sound Equity Dividend Income ETF
DIVY
DIVY
30.26
USD
-0.41
1.34%
At close
Updated
Sep 9, 4:00 PM EDT
Pre-market
After hours
1 day
-1.34%
5 days
-2.48%
1 month
-1.69%
3 months
5.25%
6 months
9.56%
Year to date
14.1%
1 year
16.34%
5 years
22.31%
10 years
50.25%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $17.9M | +$703K | +26,821 | +4% |
|
| 2 |
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $1.23M | +$469K | +17,910 | +60% |
|
| 3 |
LWA
3
Lineweaver Wealth Advisors
Valley View,
Ohio
| $707K | -$23.4K | -895 | -3% |
|
| 4 |
SIM
4
Stratos Investment Management
Beachwood,
Ohio
| $242K | +$248K | +9,453 | New |
|
| 5 |
HI
5
Harbour Investments
Madison,
Wisconsin
| $4.09K | – | – | – |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $2.69K | -$12.3K | -468 | -82% |
|
| 7 |
IA
7
IFP Advisors
Tampa,
Florida
| – | -$4K | -192 | Closed |
|
| 8 |
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3.06K | -117 | Closed |
|
| 9 |
9
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|