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

ARS Wealth Advisors 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
2023 Q4	–	Sell	-16,495	Closed	-$267K	–	155
2023 Q3	$267K	Buy	+16,495	New	+$277K	0.04%	122

Other funds holding DIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

ARS Wealth Advisors Group's DIV Position: Q4 2023 in Review

ARS Wealth Advisors Group sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 16,495 shares — an estimated $267K sold.

ARS Wealth Advisors Group first reported a position in DIV in Q3 2023 and held it in 1 quarter. The position peaked at $267K in Q3 2023. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

ARS Wealth Advisors Group reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
ARS Wealth Advisors Group sold 16,495 Global X SuperDividend US ETF shares in Q4 2023, an estimated $267K.
ARS Wealth Advisors Group first reported a position in Global X SuperDividend US ETF in Q3 2023 and held it in 1 quarter.
ARS Wealth Advisors Group's Global X SuperDividend US ETF position peaked at $267K in Q3 2023.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2023, filed 6 Feb 2024.