Back to SDHY
Sunrise Financial Services, LLC → SDHY
Sunrise Financial Services, LLC SDHY Position History
SDHY
Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$7.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.3M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3.9M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 78.6K | — | — |
| Q2 2026 | $3.9M | 79.0K | — | — |
| Q1 2026 | $3.6M | 73.5K | — | — |
| Q4 2025 | $7.3M | 144.2K | — | — |
Other funds holding SDHY
Other Sunrise Financial Services, LLC positions
COF-PN
$25.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$23.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$18.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$17.2MCAPITAL GROUP DIVIDEND VALUE
ETHA
$16.7MINVESCO EXCH TRADED FD TR II
ETHA
$16.3MINVESCO EXCH TRADED FD TR II
ETHA
$15.5MINVESCO EXCH TRADED FD TR II
ETHA
$11.7MINVESCO EXCH TRADED FD TR II