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Confluence Wealth Services’s Global X SuperDividend US ETF DIV Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-2,040
Closed -$42K – 447
2021
Q4 		$42K Buy
+2,040
New +$41.4K 0.01% 509

Other funds holding DIV

SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Confluence Wealth Services's DIV Position: Q1 2022 in Review

Confluence Wealth Services sold out of Global X SuperDividend US ETF (DIV) in Q1 2022, closing a stake of 2,040 shares — an estimated $42K sold.

Confluence Wealth Services first reported a position in DIV in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 102 funds tracked by Wall St. Rank hold DIV as of Q1 2022.

  • Confluence Wealth Services reported no remaining Global X SuperDividend US ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2,040 Global X SuperDividend US ETF shares in Q1 2022, an estimated $42K.
  • Confluence Wealth Services first reported a position in Global X SuperDividend US ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Global X SuperDividend US ETF position peaked at $42K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.