Atria Investments’s Global X SuperDividend ETF SDIV Stock Holding History

Atria Investments’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
2019 Q1	–	Sell	-3,624	Closed	-$186K	–	1014
2018 Q4	$186K	Buy	+3,624	New	+$205K	0.01%	824
2018 Q1	–	Sell	-5,710	Closed	-$373K	–	908
2017 Q4	$373K	Hold	5,710	–	–	0.02%	579
2017 Q3	$377K	Buy	+5,710	New	+$372K	0.02%	524
2017 Q2	–	Sell	-6,967	Closed	-$448K	–	789
2017 Q1	$448K	Hold	6,967	–	–	0.03%	421
2016 Q4	$435K	Buy	+6,967	New	+$429K	0.03%	373

Other funds holding SDIV

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

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's SDIV Position: Q1 2019 in Review

Atria Investments sold out of Global X SuperDividend ETF (SDIV) in Q1 2019, closing a stake of 3,624 shares — an estimated $186K sold.

Atria Investments first reported a position in SDIV in Q4 2016 and held it in 5 quarters. The position peaked at $448K in Q1 2017. 92 funds tracked by Wall St. Rank hold SDIV as of Q1 2019.

Atria Investments reported no remaining Global X SuperDividend ETF position as of Q1 2019 after selling out during the quarter.
Atria Investments sold 3,624 Global X SuperDividend ETF shares in Q1 2019, an estimated $186K.
Atria Investments first reported a position in Global X SuperDividend ETF in Q4 2016 and held it in 5 quarters.
Atria Investments's Global X SuperDividend ETF position peaked at $448K in Q1 2017.
92 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.