Capital Asset Advisory Services’s Global X SuperDividend ETF SDIV Stock Holding History

Capital Asset Advisory Services’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
2021 Q2	–	Sell	-5,914	Closed	-$247K	–	752
2021 Q1	$247K	Buy	5,914 +5,715	+2,872%	+$231K	0.04%	375
2020 Q4	$8K	Buy	+199	New	+$7.07K	﹤0.01%	1164

Other funds holding SDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RJFSA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Asset Advisory Services's SDIV Position: Q2 2021 in Review

Capital Asset Advisory Services sold out of Global X SuperDividend ETF (SDIV) in Q2 2021, closing a stake of 5,914 shares — an estimated $247K sold.

Capital Asset Advisory Services first reported a position in SDIV in Q4 2020 and held it in 2 quarters. The position peaked at $247K in Q1 2021. 108 funds tracked by Wall St. Rank hold SDIV as of Q2 2021.

Capital Asset Advisory Services reported no remaining Global X SuperDividend ETF position as of Q2 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 5,914 Global X SuperDividend ETF shares in Q2 2021, an estimated $247K.
Capital Asset Advisory Services first reported a position in Global X SuperDividend ETF in Q4 2020 and held it in 2 quarters.
Capital Asset Advisory Services's Global X SuperDividend ETF position peaked at $247K in Q1 2021.
108 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2021.

Based on Capital Asset Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2021.