GUINNESS ATKINSON FDS's ticker is DIVS and the CUSIP is 402031835. A total of 15 filers reported holding GUINNESS ATKINSON FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,513 | -15.8% | 10,313 | -11.4% | 0.02% | -8.0% |
| Q2 2023 | $296,283 | -23.0% | 11,639 | -26.4% | 0.02% | -26.5% |
| Q1 2023 | $384,900 | -6.4% | 15,820 | -9.1% | 0.03% | -5.6% |
| Q4 2022 | $411,076 | +3.8% | 17,408 | -7.1% | 0.04% | -12.2% |
| Q3 2022 | $396,000 | -11.8% | 18,738 | -3.2% | 0.04% | -6.8% |
| Q2 2022 | $449,000 | -22.2% | 19,357 | -13.2% | 0.04% | -12.0% |
| Q1 2022 | $577,000 | -5.7% | 22,313 | -2.2% | 0.05% | -3.8% |
| Q4 2021 | $612,000 | +6.6% | 22,819 | -0.5% | 0.05% | 0.0% |
| Q3 2021 | $574,000 | -1.7% | 22,941 | +0.0% | 0.05% | -3.7% |
| Q2 2021 | $584,000 | +5.0% | 22,938 | -2.3% | 0.05% | -1.8% |
| Q1 2021 | $556,000 | – | 23,485 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 24,994 | $636 | 0.28% |
| Lakeside Advisors, INC. | 14,928 | $380,007 | 0.28% |
| Sterling Financial Planning, Inc. | 10,340 | $263,215 | 0.13% |
| RFG Advisory, LLC | 42,042 | $1,070,225 | 0.05% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11,639 | $296,283 | 0.02% |
| Atria Wealth Solutions, Inc. | 17,931 | $458,596 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2,979 | $75,833 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,521 | $1,235 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 18,361 | $467 | 0.00% |
| OSAIC HOLDINGS, INC. | 40,178 | $1,022,642 | 0.00% |