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

Bogart Wealth LLC’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	-1,259	Closed	-$21.9K	–	1129
2024 Q1	$21.9K	Buy	1,259 +22	+2%	+$373	﹤0.01%	500
2023 Q4	$21.3K	Buy	1,237 +23	+2%	+$374	﹤0.01%	496
2023 Q3	$19.7K	Buy	1,214 +23	+2%	+$386	﹤0.01%	485
2023 Q2	$19.9K	Buy	1,191 +20	+2%	+$336	﹤0.01%	463
2023 Q1	$20.4K	Buy	1,171 +19	+2%	+$350	﹤0.01%	457
2022 Q4	$21.6K	Buy	1,152 +20	+2%	+$377	﹤0.01%	426
2022 Q3	$20K	Buy	1,132 +17	+2%	+$337	﹤0.01%	429
2022 Q2	$22K	Buy	1,115 +18	+2%	+$369	﹤0.01%	399
2022 Q1	$23K	Buy	1,097 +14	+1%	+$289	﹤0.01%	362
2021 Q4	$23K	Buy	1,083 +15	+1%	+$305	﹤0.01%	351
2021 Q3	$21K	Buy	1,068 +14	+1%	+$277	﹤0.01%	348
2021 Q2	$21K	Buy	+1,054	New	+$21K	﹤0.01%	336

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

Bogart Wealth LLC's DIV Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Global X SuperDividend US ETF (DIV) in Q2 2024, closing a stake of 1,259 shares — an estimated $21.9K sold.

Bogart Wealth LLC first reported a position in DIV in Q2 2021 and held it in 12 quarters. The position peaked at $23K in Q1 2022. 117 funds tracked by Wall St. Rank hold DIV as of Q2 2024.

Bogart Wealth LLC reported no remaining Global X SuperDividend US ETF position as of Q2 2024 after selling out during the quarter.
Bogart Wealth LLC sold 1,259 Global X SuperDividend US ETF shares in Q2 2024, an estimated $21.9K.
Bogart Wealth LLC first reported a position in Global X SuperDividend US ETF in Q2 2021 and held it in 12 quarters.
Bogart Wealth LLC's Global X SuperDividend US ETF position peaked at $23K in Q1 2022.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.