D.A. Davidson & Co’s Global X SuperDividend US ETF DIV Stock Holding History

D.A. Davidson & Co’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	-16,900	Closed	-$274K	–	1378
2023 Q3	$274K	Sell	16,900 -1,250	-7%	-$21K	﹤0.01%	1119
2023 Q2	$303K	Sell	18,150 -61,210	-77%	-$1.03M	﹤0.01%	1093
2023 Q1	$1.38M	Buy	79,360 +450	+0.6%	+$8.3K	0.02%	563
2022 Q4	$1.48M	Buy	78,910 +49,660	+170%	+$936K	0.02%	518
2022 Q3	$516K	Buy	+29,250	New	+$580K	0.01%	801

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

D.A. Davidson & Co's DIV Position: Q4 2023 in Review

D.A. Davidson & Co sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 16,900 shares — an estimated $274K sold.

D.A. Davidson & Co first reported a position in DIV in Q3 2022 and held it in 5 quarters. The position peaked at $1.48M in Q4 2022. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

D.A. Davidson & Co reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
D.A. Davidson & Co sold 16,900 Global X SuperDividend US ETF shares in Q4 2023, an estimated $274K.
D.A. Davidson & Co first reported a position in Global X SuperDividend US ETF in Q3 2022 and held it in 5 quarters.
D.A. Davidson & Co's Global X SuperDividend US ETF position peaked at $1.48M in Q4 2022.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on D.A. Davidson & Co's 13F filing for Q4 2023, filed 9 Feb 2024.