Carroll Financial Associates’s Global X SuperDividend ETF SDIV Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-23	Closed	–	–	1893
2021 Q3	$0	Hold	23	–	–	﹤0.01%	1921
2021 Q2	$0	Hold	23	–	–	﹤0.01%	1836
2021 Q1	$0	Hold	23	–	–	﹤0.01%	1750
2020 Q4	$0	Sell	23 -1,859	-99%	-$66.1K	﹤0.01%	1645
2020 Q3	$60K	Buy	1,882 +874	+87%	+$29.4K	﹤0.01%	608
2020 Q2	$33K	Buy	1,008 +350	+53%	+$10.9K	﹤0.01%	750
2020 Q1	$18K	Buy	658 +635	+2,761%	+$28.9K	﹤0.01%	807
2019 Q4	$1K	Buy	+23	New	+$1.19K	﹤0.01%	1470
2018 Q4	–	Sell	-2,529	Closed	-$154K	–	1382
2018 Q3	$154K	Buy	2,529 +942	+59%	+$58.6K	0.02%	320
2018 Q2	$99K	Buy	+1,587	New	+$99.2K	0.01%	381

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carroll Financial Associates's SDIV Position: Q4 2021 in Review

Carroll Financial Associates sold out of Global X SuperDividend ETF (SDIV) in Q4 2021, closing a stake of 23 shares.

Carroll Financial Associates first reported a position in SDIV in Q2 2018 and held it in 10 quarters. The position peaked at $154K in Q3 2018. 117 funds tracked by Wall St. Rank hold SDIV as of Q4 2021.

Carroll Financial Associates reported no remaining Global X SuperDividend ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 23 Global X SuperDividend ETF shares in Q4 2021.
Carroll Financial Associates first reported a position in Global X SuperDividend ETF in Q2 2018 and held it in 10 quarters.
Carroll Financial Associates's Global X SuperDividend ETF position peaked at $154K in Q3 2018.
117 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.