B. Riley Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

B. Riley Wealth 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
2024 Q2	–	Sell	-16,108	Closed	-$261K	–	1442
2024 Q1	$261K	Sell	16,108 -320	-2%	-$5.43K	0.01%	1120
2023 Q4	$284K	Buy	16,428 +320	+2%	+$5.21K	0.01%	1082
2023 Q3	$261K	Buy	+16,108	New	+$270K	0.01%	1120
2023 Q1	–	Sell	-10,269	Closed	-$194K	–	1544
2022 Q4	$194K	Buy	10,269 +90	+0.9%	+$1.7K	0.01%	1278
2022 Q3	$180K	Sell	10,179 -45,338	-82%	-$899K	0.01%	1249
2022 Q2	$1.08M	Buy	55,517 +77	+0.1%	+$1.58K	0.05%	396
2022 Q1	$1.17M	Sell	55,440 -102	-0.2%	-$2.11K	0.04%	437
2021 Q4	$1.16M	Sell	55,542 -5,095	-8%	-$103K	0.03%	483
2021 Q3	$1.18M	Buy	60,637 +45,069	+289%	+$891K	0.04%	467
2021 Q2	$312K	Buy	+15,568	New	+$311K	0.01%	1003

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

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

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

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

B. Riley Wealth Advisors's DIV Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q2 2024, closing a stake of 16,108 shares — an estimated $261K sold.

B. Riley Wealth Advisors first reported a position in DIV in Q2 2021 and held it in 10 quarters. The position peaked at $1.18M in Q3 2021. 117 funds tracked by Wall St. Rank hold DIV as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 16,108 Global X SuperDividend US ETF shares in Q2 2024, an estimated $261K.
B. Riley Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q2 2021 and held it in 10 quarters.
B. Riley Wealth Advisors's Global X SuperDividend US ETF position peaked at $1.18M in Q3 2021.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.