Anchor Investment Management’s Global X SuperDividend US ETF DIV Stock Holding History

Anchor Investment 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
2021 Q4	–	Sell	-260	Closed	-$5.05K	–	1021
2021 Q3	$5.05K	Sell	260 -1,447	-85%	-$28.6K	﹤0.01%	786
2021 Q2	$34.1K	Hold	1,707	–	–	﹤0.01%	579
2021 Q1	$33.1K	Sell	1,707 -500	-23%	-$9.18K	0.01%	565
2020 Q4	$37.2K	Sell	2,207 -800	-27%	-$13K	0.01%	515
2020 Q3	$45.5K	Hold	3,007	–	–	0.01%	448
2020 Q2	$45.1K	Sell	3,007 -111	-4%	-$1.63K	0.01%	450
2020 Q1	$40.2K	Buy	3,118 +104	+3%	+$2.12K	0.01%	461
2019 Q4	$71.5K	Sell	3,014 -2,889	-49%	-$67.6K	0.02%	418
2019 Q3	$139K	Hold	5,903	–	–	0.03%	331
2019 Q2	$134K	Buy	5,903 +3,000	+103%	+$69.2K	0.03%	335
2019 Q1	$69.1K	Hold	2,903	–	–	0.02%	403
2018 Q4	$65.1K	Hold	2,903	–	–	0.02%	400
2018 Q3	$73.3K	Hold	2,903	–	–	0.02%	420
2018 Q2	$72.8K	Hold	2,903	–	–	0.02%	434
2018 Q1	$69.8K	Hold	2,903	–	–	0.02%	437
2017 Q4	$74.3K	Buy	2,903 +800	+38%	+$20.3K	0.02%	417
2017 Q3	$53.6K	Buy	+2,103	New	+$53.2K	0.02%	438

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

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

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anchor Investment Management's DIV Position: Q4 2021 in Review

Anchor Investment Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2021, closing a stake of 260 shares — an estimated $5.05K sold.

Anchor Investment Management first reported a position in DIV in Q3 2017 and held it in 17 quarters. The position peaked at $139K in Q3 2019. 100 funds tracked by Wall St. Rank hold DIV as of Q4 2021.

Anchor Investment Management reported no remaining Global X SuperDividend US ETF position as of Q4 2021 after selling out during the quarter.
Anchor Investment Management sold 260 Global X SuperDividend US ETF shares in Q4 2021, an estimated $5.05K.
Anchor Investment Management first reported a position in Global X SuperDividend US ETF in Q3 2017 and held it in 17 quarters.
Anchor Investment Management's Global X SuperDividend US ETF position peaked at $139K in Q3 2019.
100 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2021.

Based on Anchor Investment Management's 13F filing for Q4 2021, filed 2 Jan 2024.