Arkadios Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Arkadios Wealth Advisors’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	-3,750	Closed	-$72K	–	861
2021 Q3	$72K	Buy	3,750 +599	+19%	+$11.8K	0.01%	771
2021 Q2	$62K	Buy	3,151 +2,550	+424%	+$50.9K	0.01%	855
2021 Q1	$11K	Sell	601 -175	-23%	-$3.21K	﹤0.01%	1151
2020 Q4	$13K	Buy	776 +301	+63%	+$4.88K	﹤0.01%	884
2020 Q3	$7.37K	Sell	475 -600	-56%	-$9.3K	﹤0.01%	795
2020 Q2	$16K	Buy	+1,075	New	+$15.8K	0.01%	590

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

Arkadios Wealth Advisors's DIV Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q4 2021, closing a stake of 3,750 shares — an estimated $72K sold.

Arkadios Wealth Advisors first reported a position in DIV in Q2 2020 and held it in 6 quarters. The position peaked at $72K in Q3 2021. 100 funds tracked by Wall St. Rank hold DIV as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,750 Global X SuperDividend US ETF shares in Q4 2021, an estimated $72K.
Arkadios Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Global X SuperDividend US ETF position peaked at $72K in Q3 2021.
100 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.