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Accurate Wealth Management’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

Accurate Wealth Management’s Portfolio QDIV Stock Details QDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-148
Closed -$4.83K – 1131
2022
Q4 		$4.83K Buy
+148
New +$4.61K ﹤0.01% 1029

Other funds holding QDIV

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

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

Accurate Wealth Management sold out of Global X S&P 500 Quality Dividend ETF (QDIV) in Q1 2023, closing a stake of 148 shares — an estimated $4.83K sold.

Accurate Wealth Management first reported a position in QDIV in Q4 2022 and held it in 1 quarter. The position peaked at $4.83K in Q4 2022. 16 funds tracked by Wall St. Rank hold QDIV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X S&P 500 Quality Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 148 Global X S&P 500 Quality Dividend ETF shares in Q1 2023, an estimated $4.83K.
  • Accurate Wealth Management first reported a position in Global X S&P 500 Quality Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Global X S&P 500 Quality Dividend ETF position peaked at $4.83K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Global X S&P 500 Quality Dividend ETF as of Q1 2023.

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