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Clarus Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-700
Closed -$16K – 234
2019
Q2 		$16K Hold
700
– – 0.01% 388
2019
Q1 		$17K Hold
700
– – 0.01% 442
2018
Q4 		$16K Hold
700
– – 0.03% 431
2018
Q3 		$18K Sell
700
-1,200
-63% -$30.4K 0.01% 446
2018
Q2 		$46K Buy
+1,900
New +$46.7K 0.03% 299

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Clarus Wealth Advisors's DIV Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q3 2019, closing a stake of 700 shares — an estimated $16K sold.

Clarus Wealth Advisors first reported a position in DIV in Q2 2018 and held it in 5 quarters. The position peaked at $46K in Q2 2018. 66 funds tracked by Wall St. Rank hold DIV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 700 Global X SuperDividend US ETF shares in Q3 2019, an estimated $16K.
  • Clarus Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Global X SuperDividend US ETF position peaked at $46K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.