BFEC
GDVD

Benjamin F. Edwards & Company’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

Benjamin F. Edwards & Company’s Portfolio GDVD Stock Details GDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$11K Hold
440
– – ﹤0.01% 1712
2024
Q1 		$11K Hold
440
– – ﹤0.01% 1691
2023
Q4 		$10K Hold
440
– – ﹤0.01% 1675
2023
Q3 		$9K Hold
440
– – ﹤0.01% 1438
2023
Q2 		$10K Hold
440
– – ﹤0.01% 1424
2023
Q1 		$10K Hold
440
– – ﹤0.01% 1420
2022
Q4 		$10K Hold
440
– – ﹤0.01% 1436
2022
Q3 		$9K Buy
+440
New +$9.68K ﹤0.01% 1421

Other funds holding GDVD

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Benjamin F. Edwards & Company's GDVD Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Copper Place Global Dividend Growth ETF (GDVD) position steady in Q2 2024 at 440 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Benjamin F. Edwards & Company first reported a position in GDVD in Q3 2022 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold GDVD as of Q2 2024.

  • Benjamin F. Edwards & Company held 440 shares of Copper Place Global Dividend Growth ETF worth $11K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Copper Place Global Dividend Growth ETF share count unchanged in Q2 2024.
  • Copper Place Global Dividend Growth ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1712 holding.
  • Benjamin F. Edwards & Company first reported a position in Copper Place Global Dividend Growth ETF in Q3 2022 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.