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

Clarus Wealth Advisors’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 Q3	–	Sell	-4,927	Closed	-$165K	–	134
2020 Q2	$165K	Buy	4,927 +180	+4%	+$5.58K	0.14%	122
2020 Q1	$120K	Buy	+4,747	New	+$216K	0.12%	110
2019 Q3	–	Sell	-3,137	Closed	-$162K	–	477
2019 Q2	$162K	Buy	3,137 +2,204	+236%	+$116K	0.12%	136
2019 Q1	$51K	Sell	933 -865	-48%	-$48.1K	0.04%	287
2018 Q4	$92K	Sell	1,798 -141	-7%	-$7.98K	0.14%	179
2018 Q3	$119K	Sell	1,939 -326	-14%	-$20.3K	0.08%	189
2018 Q2	$141K	Buy	+2,265	New	+$142K	0.11%	158
2018 Q1	–	Sell	-3,294	Closed	-$215K	–	144
2017 Q4	$215K	Buy	+3,294	New	+$214K	0.21%	94

Other funds holding SDIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

Clarus Wealth Advisors's SDIV Position: Q3 2020 in Review

Clarus Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2020, closing a stake of 4,927 shares — an estimated $165K sold.

Clarus Wealth Advisors first reported a position in SDIV in Q4 2017 and held it in 8 quarters. The position peaked at $215K in Q4 2017. 96 funds tracked by Wall St. Rank hold SDIV as of Q3 2020.

Clarus Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 4,927 Global X SuperDividend ETF shares in Q3 2020, an estimated $165K.
Clarus Wealth Advisors first reported a position in Global X SuperDividend ETF in Q4 2017 and held it in 8 quarters.
Clarus Wealth Advisors's Global X SuperDividend ETF position peaked at $215K in Q4 2017.
96 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2020.

Based on Clarus Wealth Advisors's 13F filing for Q3 2020, filed 8 Oct 2020.