Cary Street Partners Investment Advisory’s Global X SuperDividend ETF SDIV Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q2	–	Sell	-30,984	Closed	-$714K	–	1784
2023 Q1	$714K	Hold	30,984	–	–	0.05%	290
2022 Q4	$745K	Buy	+30,984	New	+$744K	0.05%	278

Other funds holding SDIV

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's SDIV Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Global X SuperDividend ETF (SDIV) in Q2 2023, closing a stake of 30,984 shares — an estimated $714K sold.

Cary Street Partners Investment Advisory first reported a position in SDIV in Q4 2022 and held it in 2 quarters. The position peaked at $745K in Q4 2022. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining Global X SuperDividend ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 30,984 Global X SuperDividend ETF shares in Q2 2023, an estimated $714K.
Cary Street Partners Investment Advisory first reported a position in Global X SuperDividend ETF in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's Global X SuperDividend ETF position peaked at $745K in Q4 2022.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.