Atticus Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Atticus Wealth Management’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
2024 Q1	–	Sell	-3	Closed	-$52	–	557
2023 Q4	$52	Sell	3 -962	-100%	-$15.7K	﹤0.01%	555
2023 Q3	$15.6K	Sell	965 -89	-8%	-$1.49K	0.01%	354
2023 Q2	$17.6K	Buy	+1,054	New	+$17.7K	0.01%	351

Other funds holding DIV

FMLI

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

AWM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Atticus Wealth Management's DIV Position: Q1 2024 in Review

Atticus Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q1 2024, closing a stake of 3 shares — an estimated $52 sold.

Atticus Wealth Management first reported a position in DIV in Q2 2023 and held it in 3 quarters. The position peaked at $17.6K in Q2 2023. 121 funds tracked by Wall St. Rank hold DIV as of Q1 2024.

Atticus Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 3 Global X SuperDividend US ETF shares in Q1 2024, an estimated $52.
Atticus Wealth Management first reported a position in Global X SuperDividend US ETF in Q2 2023 and held it in 3 quarters.
Atticus Wealth Management's Global X SuperDividend US ETF position peaked at $17.6K in Q2 2023.
121 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.