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

Anchor Investment 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
Q2 		– Sell
-1,602
Closed -$36.9K – 997
2023
Q1 		$36.9K Hold
1,602
– – 0.01% 575
2022
Q4 		$38.5K Hold
1,602
– – 0.01% 557
2022
Q3 		$36.2K Hold
1,602
– – 0.01% 556
2022
Q2 		$44.6K Hold
1,602
– – 0.01% 549
2022
Q1 		$55.1K Hold
1,602
– – 0.01% 538
2021
Q4 		$59K Hold
1,602
– – 0.01% 541
2021
Q3 		$63.6K Sell
1,602
-869
-35% -$35K 0.01% 494
2021
Q2 		$105K Hold
2,471
– – 0.01% 451
2021
Q1 		$103K Hold
2,471
– – 0.02% 435
2020
Q4 		$95.2K Hold
2,471
– – 0.02% 392
2020
Q3 		$79.8K Sell
2,471
-4,533
-65% -$152K 0.02% 387
2020
Q2 		$232K Sell
7,004
-1,051
-13% -$32.6K 0.05% 240
2020
Q1 		$225K Buy
8,055
+78
+1% +$3.55K 0.06% 224
2019
Q4 		$423K Buy
7,977
+51
+0.6% +$2.63K 0.09% 190
2019
Q3 		$403K Hold
7,926
– – 0.09% 196
2019
Q2 		$409K Buy
7,926
+2,602
+49% +$136K 0.1% 193
2019
Q1 		$291K Hold
5,324
– – 0.07% 226
2018
Q4 		$273K Buy
5,324
+84
+2% +$4.76K 0.08% 220
2018
Q3 		$321K Hold
5,240
– – 0.07% 231
2018
Q2 		$330K Hold
5,240
– – 0.08% 230
2018
Q1 		$326K Buy
5,240
+4,533
+641% +$290K 0.09% 228
2017
Q4 		$46.2K Hold
707
– – 0.01% 473
2017
Q3 		$46.7K Buy
+707
New +$46.1K 0.01% 461

Other funds holding SDIV

Jane Street
Jane Street New York $777B AUM 61.18% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Anchor Investment Management's SDIV Position: Q2 2023 in Review

Anchor Investment Management sold out of Global X SuperDividend ETF (SDIV) in Q2 2023, closing a stake of 1,602 shares — an estimated $36.9K sold.

Anchor Investment Management first reported a position in SDIV in Q3 2017 and held it in 23 quarters. The position peaked at $423K in Q4 2019. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2023.

  • Anchor Investment Management reported no remaining Global X SuperDividend ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 1,602 Global X SuperDividend ETF shares in Q2 2023, an estimated $36.9K.
  • Anchor Investment Management first reported a position in Global X SuperDividend ETF in Q3 2017 and held it in 23 quarters.
  • Anchor Investment Management's Global X SuperDividend ETF position peaked at $423K in Q4 2019.
  • 82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.