Cresset Asset Management’s Global X SuperDividend US ETF DIV Stock Holding History

Cresset Asset Management’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
2023 Q4	–	Sell	-14,943	Closed	-$242K	–	1862
2023 Q3	$242K	Hold	14,943	–	–	﹤0.01%	1539
2023 Q2	$250K	Hold	14,943	–	–	﹤0.01%	1616
2023 Q1	$261K	Hold	14,943	–	–	0.01%	679
2022 Q4	$263	Hold	14,943	–	–	﹤0.01%	725
2022 Q3	$263K	Hold	14,943	–	–	﹤0.01%	713
2022 Q2	$291K	Buy	+14,943	New	+$306K	﹤0.01%	721

Other funds holding DIV

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cresset Asset Management's DIV Position: Q4 2023 in Review

Cresset Asset Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 14,943 shares — an estimated $242K sold.

Cresset Asset Management first reported a position in DIV in Q2 2022 and held it in 6 quarters. The position peaked at $291K in Q2 2022. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

Cresset Asset Management reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
Cresset Asset Management sold 14,943 Global X SuperDividend US ETF shares in Q4 2023, an estimated $242K.
Cresset Asset Management first reported a position in Global X SuperDividend US ETF in Q2 2022 and held it in 6 quarters.
Cresset Asset Management's Global X SuperDividend US ETF position peaked at $291K in Q2 2022.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on Cresset Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.