BTS Asset Management’s Global X SuperDividend US ETF DIV Stock Holding History

BTS Asset Management’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 Q2	–	Sell	-14,218	Closed	-$248K	–	43
2023 Q1	$248K	Hold	14,218	–	–	0.14%	39
2022 Q4	$286K	Sell	14,218 -1,182	-8%	-$22.3K	0.13%	35
2022 Q3	$318K	Buy	+15,400	New	+$305K	1%	31

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

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

BTS Asset Management's DIV Position: Q2 2023 in Review

BTS Asset Management sold out of Global X SuperDividend US ETF (DIV) in Q2 2023, closing a stake of 14,218 shares — an estimated $248K sold.

BTS Asset Management first reported a position in DIV in Q3 2022 and held it in 3 quarters. The position peaked at $318K in Q3 2022. 105 funds tracked by Wall St. Rank hold DIV as of Q2 2023.

BTS Asset Management reported no remaining Global X SuperDividend US ETF position as of Q2 2023 after selling out during the quarter.
BTS Asset Management sold 14,218 Global X SuperDividend US ETF shares in Q2 2023, an estimated $248K.
BTS Asset Management first reported a position in Global X SuperDividend US ETF in Q3 2022 and held it in 3 quarters.
BTS Asset Management's Global X SuperDividend US ETF position peaked at $318K in Q3 2022.
105 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2023.

Based on BTS Asset Management's 13F filing for Q2 2023, filed 10 Jul 2023.