Castle Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

Castle Wealth Management’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 Q4	–	Sell	-833	Closed	-$19K	–	531
2022 Q3	$19K	Hold	833	–	–	0.01%	337
2022 Q2	$23K	Buy	+833	New	+$26K	0.01%	303

Other funds holding SDIV

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

Castle Wealth Management's SDIV Position: Q4 2022 in Review

Castle Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2022, closing a stake of 833 shares — an estimated $19K sold.

Castle Wealth Management first reported a position in SDIV in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 78 funds tracked by Wall St. Rank hold SDIV as of Q4 2022.

Castle Wealth Management reported no remaining Global X SuperDividend ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 833 Global X SuperDividend ETF shares in Q4 2022, an estimated $19K.
Castle Wealth Management first reported a position in Global X SuperDividend ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Global X SuperDividend ETF position peaked at $23K in Q2 2022.
78 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.