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

Doyle Wealth Management’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
-21,653
Closed -$744K – 245
2022
Q1 		$744K Buy
+21,653
New +$767K 0.05% 133

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Doyle Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q2 2022, closing a stake of 21,653 shares — an estimated $744K sold.

Doyle Wealth Management first reported a position in SDIV in Q1 2022 and held it in 1 quarter. The position peaked at $744K in Q1 2022. 115 funds tracked by Wall St. Rank hold SDIV as of Q2 2022.

  • Doyle Wealth Management reported no remaining Global X SuperDividend ETF position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 21,653 Global X SuperDividend ETF shares in Q2 2022, an estimated $744K.
  • Doyle Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Global X SuperDividend ETF position peaked at $744K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2022.

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