Accurate Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Accurate Wealth Management’s Portfolio DIV Stock Details DIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-168	Closed	-$3.23K	–	543
2022 Q4	$3.23K	Buy	+168	New	+$3.17K	﹤0.01%	1099

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Accurate Wealth Management's DIV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 168 shares — an estimated $3.23K sold.

Accurate Wealth Management first reported a position in DIV in Q4 2022 and held it in 1 quarter. The position peaked at $3.23K in Q4 2022. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

Accurate Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 168 Global X SuperDividend US ETF shares in Q1 2023, an estimated $3.23K.
Accurate Wealth Management first reported a position in Global X SuperDividend US ETF in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Global X SuperDividend US ETF position peaked at $3.23K in Q4 2022.
103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.