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AJ Wealth Strategies’s Global X SuperDividend ETF SDIV Stock Holding History

AJ Wealth Strategies’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
2018
Q1 		– Sell
-3,921
Closed -$256K – 99
2017
Q4 		$256K Buy
3,921
+66
+2% +$4.29K 0.06% 78
2017
Q3 		$255K Buy
3,855
+63
+2% +$4.11K 0.08% 68
2017
Q2 		$247K Buy
3,792
+64
+2% +$4.12K 0.09% 65
2017
Q1 		$240K Buy
3,728
+62
+2% +$3.96K 0.1% 67
2016
Q4 		$229K Buy
+3,666
New +$226K 0.12% 62

Other funds holding SDIV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

AJ Wealth Strategies's SDIV Position: Q1 2018 in Review

AJ Wealth Strategies sold out of Global X SuperDividend ETF (SDIV) in Q1 2018, closing a stake of 3,921 shares — an estimated $256K sold.

AJ Wealth Strategies first reported a position in SDIV in Q4 2016 and held it in 5 quarters. The position peaked at $256K in Q4 2017. 98 funds tracked by Wall St. Rank hold SDIV as of Q1 2018.

  • AJ Wealth Strategies reported no remaining Global X SuperDividend ETF position as of Q1 2018 after selling out during the quarter.
  • AJ Wealth Strategies sold 3,921 Global X SuperDividend ETF shares in Q1 2018, an estimated $256K.
  • AJ Wealth Strategies first reported a position in Global X SuperDividend ETF in Q4 2016 and held it in 5 quarters.
  • AJ Wealth Strategies's Global X SuperDividend ETF position peaked at $256K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2018.

Based on AJ Wealth Strategies's 13F filing for Q1 2018, filed 19 Jul 2018.