Buckingham Strategic Wealth’s Global X SuperDividend ETF SDIV Stock Holding History

Buckingham Strategic 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
2023 Q2	–	Sell	-10,971	Closed	-$264K	–	718
2023 Q1	$264K	Hold	10,971	–	–	﹤0.01%	507
2022 Q4	$264K	Sell	10,971 -1	-0%	-$24	﹤0.01%	509
2022 Q3	$248K	Hold	10,972	–	–	0.01%	509
2022 Q2	$306K	Hold	10,972	–	–	0.01%	462
2022 Q1	$377K	Hold	10,972	–	–	0.01%	423
2021 Q4	$404K	Hold	10,972	–	–	0.01%	408
2021 Q3	$435K	Hold	10,972	–	–	0.01%	385
2021 Q2	$465K	Hold	10,972	–	–	0.01%	380
2021 Q1	$458K	Buy	10,972 +5,332	+95%	+$216K	0.02%	350
2020 Q4	$217K	Buy	+5,640	New	+$200K	0.01%	492

Other funds holding SDIV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

RJFSA

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Buckingham Strategic Wealth's SDIV Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of Global X SuperDividend ETF (SDIV) in Q2 2023, closing a stake of 10,971 shares — an estimated $264K sold.

Buckingham Strategic Wealth first reported a position in SDIV in Q4 2020 and held it in 10 quarters. The position peaked at $465K in Q2 2021. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2023.

Buckingham Strategic Wealth reported no remaining Global X SuperDividend ETF position as of Q2 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 10,971 Global X SuperDividend ETF shares in Q2 2023, an estimated $264K.
Buckingham Strategic Wealth first reported a position in Global X SuperDividend ETF in Q4 2020 and held it in 10 quarters.
Buckingham Strategic Wealth's Global X SuperDividend ETF position peaked at $465K in Q2 2021.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.