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

Cherry Tree 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
2023
Q3 		– Sell
-1,064
Closed -$17.8K – 616
2023
Q2 		$17.8K Buy
+1,064
New +$23.7K 0.01% 297

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cherry Tree Wealth Management's SDIV Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q3 2023, closing a stake of 1,064 shares — an estimated $17.8K sold.

Cherry Tree Wealth Management first reported a position in SDIV in Q2 2023 and held it in 1 quarter. The position peaked at $17.8K in Q2 2023. 83 funds tracked by Wall St. Rank hold SDIV as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Global X SuperDividend ETF position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1,064 Global X SuperDividend ETF shares in Q3 2023, an estimated $17.8K.
  • Cherry Tree Wealth Management first reported a position in Global X SuperDividend ETF in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Global X SuperDividend ETF position peaked at $17.8K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.