CPA
DIV icon

Clear Perspective Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Clear Perspective 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
2021
Q4 		$231K Buy
11,085
+800
+8% +$16.2K 0.07% 159
2021
Q3 		$200K Buy
+10,285
New +$203K 0.07% 164

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clear Perspective Advisors's DIV Position: Q4 2021 in Review

Clear Perspective Advisors increased its Global X SuperDividend US ETF (DIV) stake by 7.8% in Q4 2021, buying an estimated $16.2K and bringing the position to 11,085 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #159.

Clear Perspective Advisors first reported a position in DIV in Q3 2021 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold DIV as of Q4 2021.

  • Clear Perspective Advisors held 11,085 shares of Global X SuperDividend US ETF worth $231K as of Q4 2021.
  • Clear Perspective Advisors bought 800 Global X SuperDividend US ETF shares in Q4 2021, an estimated $16.2K.
  • Global X SuperDividend US ETF made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #159 holding.
  • Clear Perspective Advisors first reported a position in Global X SuperDividend US ETF in Q3 2021 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.