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

Centric 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
2020
Q1 		– Sell
-2,938
Closed -$209K – 130
2019
Q4 		$209K Buy
+2,938
New +$151K 0.17% 94

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $67.7B AUM 51.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Centric Wealth Management's SDIV Position: Q1 2020 in Review

Centric Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q1 2020, closing a stake of 2,938 shares — an estimated $209K sold.

Centric Wealth Management first reported a position in SDIV in Q4 2019 and held it in 1 quarter. The position peaked at $209K in Q4 2019. 107 funds tracked by Wall St. Rank hold SDIV as of Q1 2020.

  • Centric Wealth Management reported no remaining Global X SuperDividend ETF position as of Q1 2020 after selling out during the quarter.
  • Centric Wealth Management sold 2,938 Global X SuperDividend ETF shares in Q1 2020, an estimated $209K.
  • Centric Wealth Management first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 1 quarter.
  • Centric Wealth Management's Global X SuperDividend ETF position peaked at $209K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2020.

Based on Centric Wealth Management's 13F filing for Q1 2020, filed 8 Apr 2020.