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Atlas Capital Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Atlas Capital 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
2022
Q4 		– Sell
-3
Closed -$52 – 914
2022
Q3 		$52 Buy
+3
New +$59 ﹤0.01% 909

Other funds holding DIV

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Capital Advisors's DIV Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Global X SuperDividend US ETF (DIV) in Q4 2022, closing a stake of 3 shares — an estimated $52 sold.

Atlas Capital Advisors first reported a position in DIV in Q3 2022 and held it in 1 quarter. The position peaked at $52 in Q3 2022. 111 funds tracked by Wall St. Rank hold DIV as of Q4 2022.

  • Atlas Capital Advisors reported no remaining Global X SuperDividend US ETF position as of Q4 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 3 Global X SuperDividend US ETF shares in Q4 2022, an estimated $52.
  • Atlas Capital Advisors first reported a position in Global X SuperDividend US ETF in Q3 2022 and held it in 1 quarter.
  • Atlas Capital Advisors's Global X SuperDividend US ETF position peaked at $52 in Q3 2022.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.