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BOK Financial Private Wealth’s Global X SuperDividend ETF SDIV Stock Holding History

BOK Financial Private Wealth’s Portfolio SDIV Stock Details SDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-400
Closed -$8.66K – 475
2024
Q1 		$8.66K Hold
400
– – ﹤0.01% 372
2023
Q4 		$9.1K Buy
+400
New +$8.56K ﹤0.01% 368

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BOK Financial Private Wealth's SDIV Position: Q2 2024 in Review

BOK Financial Private Wealth sold out of Global X SuperDividend ETF (SDIV) in Q2 2024, closing a stake of 400 shares — an estimated $8.66K sold.

BOK Financial Private Wealth first reported a position in SDIV in Q4 2023 and held it in 2 quarters. The position peaked at $9.1K in Q4 2023. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2024.

  • BOK Financial Private Wealth reported no remaining Global X SuperDividend ETF position as of Q2 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 400 Global X SuperDividend ETF shares in Q2 2024, an estimated $8.66K.
  • BOK Financial Private Wealth first reported a position in Global X SuperDividend ETF in Q4 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Global X SuperDividend ETF position peaked at $9.1K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2024.

Based on BOK Financial Private Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.