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

Accurate Wealth Management’s Portfolio SDIV Stock Details SDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-121
Closed -$3.03K – 1199
2022
Q4 		$3.03K Buy
+121
New +$2.9K ﹤0.01% 1116

Other funds holding SDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

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

Accurate Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q1 2023, closing a stake of 121 shares — an estimated $3.03K sold.

Accurate Wealth Management first reported a position in SDIV in Q4 2022 and held it in 1 quarter. The position peaked at $3.03K in Q4 2022. 80 funds tracked by Wall St. Rank hold SDIV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X SuperDividend ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 121 Global X SuperDividend ETF shares in Q1 2023, an estimated $3.03K.
  • Accurate Wealth Management first reported a position in Global X SuperDividend ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Global X SuperDividend ETF position peaked at $3.03K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2023.

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