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Calton & Associates’s Global X SuperDividend US ETF DIV Stock Holding History

Calton & Associates’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
Q2 		– Sell
-32,799
Closed -$692K – 267
2022
Q1 		$692K Buy
+32,799
New +$678K 0.21% 130

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Calton & Associates's DIV Position: Q2 2022 in Review

Calton & Associates sold out of Global X SuperDividend US ETF (DIV) in Q2 2022, closing a stake of 32,799 shares — an estimated $692K sold.

Calton & Associates first reported a position in DIV in Q1 2022 and held it in 1 quarter. The position peaked at $692K in Q1 2022. 104 funds tracked by Wall St. Rank hold DIV as of Q2 2022.

  • Calton & Associates reported no remaining Global X SuperDividend US ETF position as of Q2 2022 after selling out during the quarter.
  • Calton & Associates sold 32,799 Global X SuperDividend US ETF shares in Q2 2022, an estimated $692K.
  • Calton & Associates first reported a position in Global X SuperDividend US ETF in Q1 2022 and held it in 1 quarter.
  • Calton & Associates's Global X SuperDividend US ETF position peaked at $692K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.