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Advisor Group’s Global X SuperDividend US ETF DIV Stock Holding History

Advisor Group’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
2019
Q4 		$644K Buy
27,159
+1,784
+7% +$41.7K ﹤0.01% 1494
2019
Q3 		$598K Sell
25,375
-7,612
-23% -$174K ﹤0.01% 1485
2019
Q2 		$746K Buy
32,987
+1,251
+4% +$28.8K 0.01% 1326
2019
Q1 		$757K Sell
31,736
-67
-0.2% -$1.59K 0.01% 1297
2018
Q4 		$712K Sell
31,803
-526
-2% -$12.8K 0.01% 1166
2018
Q3 		$817K Buy
32,329
+1,643
+5% +$41.6K 0.01% 1123
2018
Q2 		$770K Sell
30,686
-1,224
-4% -$30.1K 0.01% 1019
2018
Q1 		$766K Buy
31,910
+197
+0.6% +$4.85K 0.01% 1032
2017
Q4 		$812K Sell
31,713
-1,436
-4% -$36.5K 0.01% 1030
2017
Q3 		$846K Sell
33,149
-911
-3% -$23.1K 0.01% 905
2017
Q2 		$865K Sell
34,060
-4,078
-11% -$103K 0.02% 825
2017
Q1 		$961K Buy
38,138
+3,681
+11% +$92.5K 0.02% 725
2016
Q4 		$852K Sell
34,457
-4,274
-11% -$104K 0.02% 723
2016
Q3 		$964K Buy
38,731
+5,076
+15% +$128K 0.02% 646
2016
Q2 		$857K Buy
+33,655
New +$834K 0.02% 673

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's DIV Position: Q4 2019 in Review

Advisor Group increased its Global X SuperDividend US ETF (DIV) stake by 7% in Q4 2019, buying an estimated $41.7K and bringing the position to 27,159 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Advisor Group first reported a position in DIV in Q2 2016 and has held it in 15 quarters since. The position peaked at $964K in Q3 2016. 75 funds tracked by Wall St. Rank hold DIV as of Q4 2019.

  • Advisor Group held 27,159 shares of Global X SuperDividend US ETF worth $644K as of Q4 2019.
  • Advisor Group bought 1,784 Global X SuperDividend US ETF shares in Q4 2019, an estimated $41.7K.
  • Global X SuperDividend US ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1494 holding.
  • Advisor Group first reported a position in Global X SuperDividend US ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Global X SuperDividend US ETF position peaked at $964K in Q3 2016.
  • 75 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.