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

Empirical 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
2021
Q3 		– Sell
-8,762
Closed -$371K – 477
2021
Q2 		$371K Buy
+8,762
New +$374K 0.02% 343

Other funds holding SDIV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Empirical Wealth Management's SDIV Position: Q3 2021 in Review

Empirical Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q3 2021, closing a stake of 8,762 shares — an estimated $371K sold.

Empirical Wealth Management first reported a position in SDIV in Q2 2021 and held it in 1 quarter. The position peaked at $371K in Q2 2021. 112 funds tracked by Wall St. Rank hold SDIV as of Q3 2021.

  • Empirical Wealth Management reported no remaining Global X SuperDividend ETF position as of Q3 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 8,762 Global X SuperDividend ETF shares in Q3 2021, an estimated $371K.
  • Empirical Wealth Management first reported a position in Global X SuperDividend ETF in Q2 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Global X SuperDividend ETF position peaked at $371K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2021.

Based on Empirical Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.