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Bellwether Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-258
Closed -$4.85K – 501
2022
Q4 		$4.85K Buy
+258
New +$4.86K ﹤0.01% 313

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bellwether Advisors's DIV Position: Q1 2023 in Review

Bellwether Advisors sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 258 shares — an estimated $4.85K sold.

Bellwether Advisors first reported a position in DIV in Q4 2022 and held it in 1 quarter. The position peaked at $4.85K in Q4 2022. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

  • Bellwether Advisors reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 258 Global X SuperDividend US ETF shares in Q1 2023, an estimated $4.85K.
  • Bellwether Advisors first reported a position in Global X SuperDividend US ETF in Q4 2022 and held it in 1 quarter.
  • Bellwether Advisors's Global X SuperDividend US ETF position peaked at $4.85K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.