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Concourse Financial Group Securities’s Global X SuperDividend US ETF DIV Stock Holding History

Concourse Financial Group Securities’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
2020
Q2 		– Sell
-2,440
Closed -$35.8K – 2112
2020
Q1 		$31K Buy
+2,440
New +$49.8K ﹤0.01% 1076
2019
Q2 		– Sell
-1,475
Closed -$34K – 2285
2019
Q1 		$35K Sell
1,475
-40
-3% -$949 ﹤0.01% 1003
2018
Q4 		$34K Buy
1,515
+1,115
+279% +$27K ﹤0.01% 936
2018
Q3 		$10K Buy
+400
New +$10.1K ﹤0.01% 1093

Other funds holding DIV

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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Concourse Financial Group Securities's DIV Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Global X SuperDividend US ETF (DIV) in Q2 2020, closing a stake of 2,440 shares — an estimated $35.8K sold.

Concourse Financial Group Securities first reported a position in DIV in Q3 2018 and held it in 4 quarters. The position peaked at $35K in Q1 2019. 62 funds tracked by Wall St. Rank hold DIV as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining Global X SuperDividend US ETF position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,440 Global X SuperDividend US ETF shares in Q2 2020, an estimated $35.8K.
  • Concourse Financial Group Securities first reported a position in Global X SuperDividend US ETF in Q3 2018 and held it in 4 quarters.
  • Concourse Financial Group Securities's Global X SuperDividend US ETF position peaked at $35K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.