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

Capital Investment 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
2024
Q4 		– Sell
-14,526
Closed -$342K – 995
2024
Q3 		$342K Buy
14,526
+1,471
+11% +$32.9K 0.03% 381
2024
Q2 		$287K Buy
13,055
+6,635
+103% +$146K 0.03% 402
2024
Q1 		$139K Buy
+6,420
New +$138K 0.01% 522
2022
Q4 		– Sell
-4,505
Closed -$102K – 870
2022
Q3 		$102K Buy
4,505
+1,889
+72% +$50.5K 0.01% 504
2022
Q2 		$73K Buy
2,616
+1,899
+265% +$59.3K 0.01% 563
2022
Q1 		$25K Sell
717
-622
-46% -$22K ﹤0.01% 680
2021
Q4 		$49K Sell
1,339
-1,826
-58% -$70.1K 0.01% 606
2021
Q3 		$126K Hold
3,165
– – 0.02% 494
2021
Q2 		$134K Buy
3,165
+556
+21% +$23.7K 0.02% 502
2021
Q1 		$109K Buy
2,609
+599
+30% +$24.2K 0.02% 471
2020
Q4 		$77K Buy
2,010
+379
+23% +$13.5K 0.01% 481
2020
Q3 		$53K Buy
1,631
+1,131
+226% +$38K 0.01% 446
2020
Q2 		$17K Hold
500
– – ﹤0.01% 456
2020
Q1 		$14K Hold
500
– – ﹤0.01% 452
2019
Q4 		$27K Hold
500
– – 0.01% 426
2019
Q3 		$25K Hold
500
– – 0.01% 749
2019
Q2 		$26K Hold
500
– – 0.01% 716
2019
Q1 		$27K Hold
500
– – 0.01% 620
2018
Q4 		$26K Buy
+500
New +$28.3K 0.01% 588

Other funds holding SDIV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Capital Investment Advisory Services's SDIV Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X SuperDividend ETF (SDIV) in Q4 2024, closing a stake of 14,526 shares — an estimated $342K sold.

Capital Investment Advisory Services first reported a position in SDIV in Q4 2018 and held it in 19 quarters. The position peaked at $342K in Q3 2024. 86 funds tracked by Wall St. Rank hold SDIV as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Global X SuperDividend ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 14,526 Global X SuperDividend ETF shares in Q4 2024, an estimated $342K.
  • Capital Investment Advisory Services first reported a position in Global X SuperDividend ETF in Q4 2018 and held it in 19 quarters.
  • Capital Investment Advisory Services's Global X SuperDividend ETF position peaked at $342K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.