CAPTRUST Financial Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

CAPTRUST Financial Advisors’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
2022 Q3	–	Sell	-26	Closed	-$1K	–	3693
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	4737
2022 Q1	$1K	Buy	+26	New	+$920	﹤0.01%	4740
2021 Q4	–	Sell	-1,219	Closed	-$48K	–	4892
2021 Q3	$48K	Buy	+1,219	New	+$49.1K	﹤0.01%	2614
2017 Q1	–	Sell	-1,137	Closed	-$84K	–	169
2016 Q4	$84K	Buy	+1,137	New	+$70K	0.01%	96
2014 Q1	–	Sell	-500	Closed	-$35K	–	205
2013 Q4	$35K	Hold	500	–	–	0.01%	114
2013 Q3	$34K	Sell	500 -667	-57%	-$44.7K	0.01%	103
2013 Q2	$75K	Buy	+1,167	New	+$80.4K	0.02%	83

Other funds holding SDIV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CAPTRUST Financial Advisors's SDIV Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in SDIV in Q2 2013 and held it in 7 quarters. The position peaked at $84K in Q4 2016. 111 funds tracked by Wall St. Rank hold SDIV as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 26 Global X SuperDividend ETF shares in Q3 2022, an estimated $1K.
CAPTRUST Financial Advisors first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 7 quarters.
CAPTRUST Financial Advisors's Global X SuperDividend ETF position peaked at $84K in Q4 2016.
111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.