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CBIZ Investment Advisory Services’s Global X SuperDividend ETF SDIV Stock Holding History

CBIZ Investment Advisory Services’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
2024
Q4 		– Sell
-282
Closed -$6.65K – 501
2024
Q3 		$6.65K Buy
+282
New +$6.3K ﹤0.01% 285

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CBIZ Investment Advisory Services's SDIV Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Global X SuperDividend ETF (SDIV) in Q4 2024, closing a stake of 282 shares — an estimated $6.65K sold.

CBIZ Investment Advisory Services first reported a position in SDIV in Q3 2024 and held it in 1 quarter. The position peaked at $6.65K in Q3 2024. 86 funds tracked by Wall St. Rank hold SDIV as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Global X SuperDividend ETF position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 282 Global X SuperDividend ETF shares in Q4 2024, an estimated $6.65K.
  • CBIZ Investment Advisory Services first reported a position in Global X SuperDividend ETF in Q3 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Global X SuperDividend ETF position peaked at $6.65K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.