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

Atticus Wealth Management’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
2024
Q1 		– Sell
-3
Closed -$69 – 581
2023
Q4 		$69 Sell
3
-768
-100% -$16.4K ﹤0.01% 552
2023
Q3 		$16.9K Sell
771
-61
-7% -$1.38K 0.01% 347
2023
Q2 		$18.8K Sell
832
-1,446
-63% -$32.1K 0.01% 345
2023
Q1 		$44.9K Buy
+2,278
New +$55.8K 0.02% 262

Other funds holding SDIV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Atticus Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q1 2024, closing a stake of 3 shares — an estimated $69 sold.

Atticus Wealth Management first reported a position in SDIV in Q1 2023 and held it in 4 quarters. The position peaked at $44.9K in Q1 2023. 87 funds tracked by Wall St. Rank hold SDIV as of Q1 2024.

  • Atticus Wealth Management reported no remaining Global X SuperDividend ETF position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 3 Global X SuperDividend ETF shares in Q1 2024, an estimated $69.
  • Atticus Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2023 and held it in 4 quarters.
  • Atticus Wealth Management's Global X SuperDividend ETF position peaked at $44.9K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2024.

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