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

Avior 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
2023
Q4 		– Sell
-1,313
Closed -$21.3K – 1556
2023
Q3 		$21.3K Buy
+1,313
New +$22K ﹤0.01% 932

Other funds holding DIV

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avior Wealth Management's DIV Position: Q4 2023 in Review

Avior Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 1,313 shares — an estimated $21.3K sold.

Avior Wealth Management first reported a position in DIV in Q3 2023 and held it in 1 quarter. The position peaked at $21.3K in Q3 2023. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

  • Avior Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,313 Global X SuperDividend US ETF shares in Q4 2023, an estimated $21.3K.
  • Avior Wealth Management first reported a position in Global X SuperDividend US ETF in Q3 2023 and held it in 1 quarter.
  • Avior Wealth Management's Global X SuperDividend US ETF position peaked at $21.3K in Q3 2023.
  • 117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.