CWM
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Castle Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Castle Wealth Management’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-296
Closed -$6K – 686
2022
Q2 		$6K Buy
+296
New +$6.06K ﹤0.01% 462

Other funds holding DIV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Wealth Management's DIV Position: Q3 2022 in Review

Castle Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q3 2022, closing a stake of 296 shares — an estimated $6K sold.

Castle Wealth Management first reported a position in DIV in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 102 funds tracked by Wall St. Rank hold DIV as of Q3 2022.

  • Castle Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 296 Global X SuperDividend US ETF shares in Q3 2022, an estimated $6K.
  • Castle Wealth Management first reported a position in Global X SuperDividend US ETF in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Global X SuperDividend US ETF position peaked at $6K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.