Dynamic Advisor Solutions’s Global X SuperDividend US ETF DIV Stock Holding History

Dynamic Advisor Solutions’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 Q1	–	Sell	-25,066	Closed	-$471K	–	764
2022 Q4	$471K	Sell	25,066 -4,178	-14%	-$78.8K	0.03%	459
2022 Q3	$516K	Buy	29,244 +1,090	+4%	+$21.6K	0.04%	383
2022 Q2	$548K	Buy	+28,154	New	+$577K	0.04%	372
2018 Q2	–	Sell	-138,288	Closed	-$3.32M	–	416
2018 Q1	$3.32M	Sell	138,288 -7,807	-5%	-$192K	0.85%	27
2017 Q4	$3.74M	Sell	146,095 -74,129	-34%	-$1.88M	1.23%	17
2017 Q3	$5.62M	Sell	220,224 -4,118	-2%	-$104K	2.22%	2
2017 Q2	$5.7M	Sell	224,342 -4,889	-2%	-$124K	2.2%	2
2017 Q1	$5.78M	Buy	229,231 +4,743	+2%	+$119K	2.25%	6
2016 Q4	$5.55M	Buy	224,488 +190,697	+564%	+$4.63M	2.21%	5
2016 Q3	$841K	Buy	33,791 +14,741	+77%	+$373K	0.32%	95
2016 Q2	$486K	Buy	+19,050	New	+$472K	0.2%	127

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Dynamic Advisor Solutions's DIV Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 25,066 shares — an estimated $471K sold.

Dynamic Advisor Solutions first reported a position in DIV in Q2 2016 and held it in 11 quarters. The position peaked at $5.78M in Q1 2017. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

Dynamic Advisor Solutions reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 25,066 Global X SuperDividend US ETF shares in Q1 2023, an estimated $471K.
Dynamic Advisor Solutions first reported a position in Global X SuperDividend US ETF in Q2 2016 and held it in 11 quarters.
Dynamic Advisor Solutions's Global X SuperDividend US ETF position peaked at $5.78M in Q1 2017.
103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.