Bison Wealth’s Global X SuperDividend US ETF DIV Stock Holding History

Bison Wealth’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
2022 Q4	–	Sell	-19,450	Closed	-$342K	–	275
2022 Q3	$342K	Sell	19,450 -2,277	-10%	-$45.1K	0.13%	187
2022 Q2	$423K	Buy	21,727 +648	+3%	+$13.3K	0.24%	111
2022 Q1	$445K	Buy	21,079 +386	+2%	+$7.97K	0.23%	118
2021 Q4	$431K	Buy	20,693 +3,055	+17%	+$62K	0.25%	108
2021 Q3	$343K	Buy	17,638 +17	+0.1%	+$336	0.16%	160
2021 Q2	$352K	Buy	17,621 +4,021	+30%	+$80.3K	0.15%	164
2021 Q1	$264K	Buy	+13,600	New	+$250K	0.11%	200

Other funds holding DIV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bison Wealth's DIV Position: Q4 2022 in Review

Bison Wealth sold out of Global X SuperDividend US ETF (DIV) in Q4 2022, closing a stake of 19,450 shares — an estimated $342K sold.

Bison Wealth first reported a position in DIV in Q1 2021 and held it in 7 quarters. The position peaked at $445K in Q1 2022. 111 funds tracked by Wall St. Rank hold DIV as of Q4 2022.

Bison Wealth reported no remaining Global X SuperDividend US ETF position as of Q4 2022 after selling out during the quarter.
Bison Wealth sold 19,450 Global X SuperDividend US ETF shares in Q4 2022, an estimated $342K.
Bison Wealth first reported a position in Global X SuperDividend US ETF in Q1 2021 and held it in 7 quarters.
Bison Wealth's Global X SuperDividend US ETF position peaked at $445K in Q1 2022.
111 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2022.

Based on Bison Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.