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Ellis Investment Partners’s Global X SuperDividend ETF SDIV Stock Holding History

Ellis Investment Partners’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
-134
Closed -$4K – 826
2022
Q1 		$4K Buy
+134
New +$4.74K ﹤0.01% 716

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ellis Investment Partners's SDIV Position: Q2 2022 in Review

Ellis Investment Partners sold out of Global X SuperDividend ETF (SDIV) in Q2 2022, closing a stake of 134 shares — an estimated $4K sold.

Ellis Investment Partners first reported a position in SDIV in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 115 funds tracked by Wall St. Rank hold SDIV as of Q2 2022.

  • Ellis Investment Partners reported no remaining Global X SuperDividend ETF position as of Q2 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 134 Global X SuperDividend ETF shares in Q2 2022, an estimated $4K.
  • Ellis Investment Partners first reported a position in Global X SuperDividend ETF in Q1 2022 and held it in 1 quarter.
  • Ellis Investment Partners's Global X SuperDividend ETF position peaked at $4K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2022.

Based on Ellis Investment Partners's 13F filing for Q2 2022, filed 1 Aug 2022.