Capital Analysts LLC’s Global X SuperDividend US ETF DIV Stock Holding History

Capital Analysts 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
2023 Q2	–	Sell	-148	Closed	-$3K	–	1004
2023 Q1	$3K	Sell	148 -1,352	-90%	-$24.9K	﹤0.01%	896
2022 Q4	$28K	Buy	1,500 +1,000	+200%	+$18.9K	﹤0.01%	708
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	813
2022 Q2	$10K	Sell	500 -700	-58%	-$14.3K	﹤0.01%	788
2022 Q1	$25K	Hold	1,200	–	–	﹤0.01%	652
2021 Q4	$25K	Buy	+1,200	New	+$24.4K	﹤0.01%	683

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

Capital Analysts LLC's DIV Position: Q2 2023 in Review

Capital Analysts LLC sold out of Global X SuperDividend US ETF (DIV) in Q2 2023, closing a stake of 148 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in DIV in Q4 2021 and held it in 6 quarters. The position peaked at $28K in Q4 2022. 105 funds tracked by Wall St. Rank hold DIV as of Q2 2023.

Capital Analysts LLC reported no remaining Global X SuperDividend US ETF position as of Q2 2023 after selling out during the quarter.
Capital Analysts LLC sold 148 Global X SuperDividend US ETF shares in Q2 2023, an estimated $3K.
Capital Analysts LLC first reported a position in Global X SuperDividend US ETF in Q4 2021 and held it in 6 quarters.
Capital Analysts LLC's Global X SuperDividend US ETF position peaked at $28K in Q4 2022.
105 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2023.

Based on Capital Analysts LLC's 13F filing for Q2 2023, filed 11 Aug 2023.