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

Confluence Wealth Services’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
2022
Q1 		– Sell
-333
Closed -$12K – 987
2021
Q4 		$12K Buy
+333
New +$12.8K ﹤0.01% 870

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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Confluence Wealth Services sold out of Global X SuperDividend ETF (SDIV) in Q1 2022, closing a stake of 333 shares — an estimated $12K sold.

Confluence Wealth Services first reported a position in SDIV in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 127 funds tracked by Wall St. Rank hold SDIV as of Q1 2022.

  • Confluence Wealth Services reported no remaining Global X SuperDividend ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 333 Global X SuperDividend ETF shares in Q1 2022, an estimated $12K.
  • Confluence Wealth Services first reported a position in Global X SuperDividend ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Global X SuperDividend ETF position peaked at $12K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2022.

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