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

Centric 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
2021
Q2 		– Sell
-17,943
Closed -$348K – 171
2021
Q1 		$348K Buy
17,943
+152
+0.9% +$2.79K 0.1% 162
2020
Q4 		$300K Buy
+17,791
New +$288K 0.09% 156

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Centric Wealth Management's DIV Position: Q2 2021 in Review

Centric Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q2 2021, closing a stake of 17,943 shares — an estimated $348K sold.

Centric Wealth Management first reported a position in DIV in Q4 2020 and held it in 2 quarters. The position peaked at $348K in Q1 2021. 96 funds tracked by Wall St. Rank hold DIV as of Q2 2021.

  • Centric Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q2 2021 after selling out during the quarter.
  • Centric Wealth Management sold 17,943 Global X SuperDividend US ETF shares in Q2 2021, an estimated $348K.
  • Centric Wealth Management first reported a position in Global X SuperDividend US ETF in Q4 2020 and held it in 2 quarters.
  • Centric Wealth Management's Global X SuperDividend US ETF position peaked at $348K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2021.

Based on Centric Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.