Creative Planning’s Global X SuperDividend ETF SDIV Stock Holding History

Creative Planning’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 Q2	–	Sell	-21,410	Closed	-$736K	–	2506
2022 Q1	$736K	Buy	+21,410	New	+$758K	﹤0.01%	1124
2021 Q4	–	Sell	-3,362	Closed	-$133K	–	2205
2021 Q3	$133K	Buy	+3,362	New	+$136K	﹤0.01%	1914
2021 Q2	–	Sell	-9,524	Closed	-$397K	–	2514
2021 Q1	$397K	Buy	9,524 +1,088	+13%	+$44K	﹤0.01%	1594
2020 Q4	$325K	Buy	8,436 +3,411	+68%	+$121K	﹤0.01%	1571
2020 Q3	$162K	Buy	+5,025	New	+$169K	﹤0.01%	1732
2017 Q3	–	Sell	-179	Closed	-$12K	–	3384
2017 Q2	$12K	Buy	179 +167	+1,392%	+$10.8K	﹤0.01%	3523
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	4493
2016 Q4	$1K	Sell	12 -345	-97%	-$21.2K	﹤0.01%	4482
2016 Q3	$23K	Buy	357 +6	+2%	+$384	﹤0.01%	2968
2016 Q2	$22K	Sell	351 -3,410	-91%	-$210K	﹤0.01%	2733
2016 Q1	$228K	Buy	3,761 +3,373	+869%	+$190K	﹤0.01%	1145
2015 Q4	$23K	Sell	388 -281	-42%	-$17K	﹤0.01%	2750
2015 Q3	$39K	Buy	+669	New	+$42.2K	﹤0.01%	2225
2015 Q2	–	Sell	-669	Closed	-$46K	–	2666
2015 Q1	$46K	Sell	669 -199	-23%	-$13.9K	﹤0.01%	2084
2014 Q4	$60K	Buy	868 +200	+30%	+$14.2K	﹤0.01%	1882
2014 Q3	$48K	Buy	668 +93	+16%	+$7.12K	﹤0.01%	1953
2014 Q2	$45K	Sell	575 -67	-10%	-$5.07K	﹤0.01%	1936
2014 Q1	$47K	Sell	642 -166	-21%	-$11.7K	﹤0.01%	1841
2013 Q4	$57K	Buy	+808	New	+$56.4K	﹤0.01%	1519

Other funds holding SDIV

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Creative Planning's SDIV Position: Q2 2022 in Review

Creative Planning sold out of Global X SuperDividend ETF (SDIV) in Q2 2022, closing a stake of 21,410 shares — an estimated $736K sold.

Creative Planning first reported a position in SDIV in Q4 2013 and held it in 19 quarters. The position peaked at $736K in Q1 2022. 115 funds tracked by Wall St. Rank hold SDIV as of Q2 2022.

Creative Planning reported no remaining Global X SuperDividend ETF position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 21,410 Global X SuperDividend ETF shares in Q2 2022, an estimated $736K.
Creative Planning first reported a position in Global X SuperDividend ETF in Q4 2013 and held it in 19 quarters.
Creative Planning's Global X SuperDividend ETF position peaked at $736K in Q1 2022.
115 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.