Benjamin F. Edwards & Company’s Global X SuperDividend US ETF DIV Stock Holding History

Benjamin F. Edwards & Company’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	-1,000	Closed	-$16K	–	2098
2023 Q3	$16K	Hold	1,000	–	–	﹤0.01%	1295
2023 Q2	$17K	Hold	1,000	–	–	﹤0.01%	1307
2023 Q1	$17K	Buy	+1,000	New	+$18.4K	﹤0.01%	1299
2022 Q4	–	Sell	-100	Closed	-$2K	–	1849
2022 Q3	$2K	Sell	100 -450	-82%	-$8.92K	﹤0.01%	1701
2022 Q2	$11K	Buy	550 +500	+1,000%	+$10.2K	﹤0.01%	1354
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	1701
2021 Q4	$1K	Buy	+50	New	+$1.01K	﹤0.01%	1661
2018 Q2	–	Sell	-108	Closed	-$3K	–	1600
2018 Q1	$3K	Hold	108	–	–	﹤0.01%	1476
2017 Q4	$3K	Hold	108	–	–	﹤0.01%	1430
2017 Q3	$3K	Buy	+108	New	+$2.73K	﹤0.01%	1390

Other funds holding DIV

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

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

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

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

Benjamin F. Edwards & Company's DIV Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 1,000 shares — an estimated $16K sold.

Benjamin F. Edwards & Company first reported a position in DIV in Q3 2017 and held it in 10 quarters. The position peaked at $17K in Q2 2023. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,000 Global X SuperDividend US ETF shares in Q4 2023, an estimated $16K.
Benjamin F. Edwards & Company first reported a position in Global X SuperDividend US ETF in Q3 2017 and held it in 10 quarters.
Benjamin F. Edwards & Company's Global X SuperDividend US ETF position peaked at $17K in Q2 2023.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.