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Doyle Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Doyle Wealth 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
2022
Q2 		– Sell
-64,734
Closed -$1.37M – 218
2022
Q1 		$1.37M Buy
+64,734
New +$1.34M 0.1% 101

Other funds holding DIV

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Doyle Wealth Management's DIV Position: Q2 2022 in Review

Doyle Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q2 2022, closing a stake of 64,734 shares — an estimated $1.37M sold.

Doyle Wealth Management first reported a position in DIV in Q1 2022 and held it in 1 quarter. The position peaked at $1.37M in Q1 2022. 103 funds tracked by Wall St. Rank hold DIV as of Q2 2022.

  • Doyle Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 64,734 Global X SuperDividend US ETF shares in Q2 2022, an estimated $1.37M.
  • Doyle Wealth Management first reported a position in Global X SuperDividend US ETF in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Global X SuperDividend US ETF position peaked at $1.37M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.