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Evanson Asset Management’s Global X SuperDividend ETF SDIV Stock Holding History

Evanson Asset 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
Q2 		– Sell
-4,363
Closed -$182K – 292
2021
Q1 		$182K Buy
4,363
+12
+0.3% +$485 0.03% 265
2020
Q4 		$168K Buy
4,351
+346
+9% +$12.3K 0.03% 246
2020
Q3 		$129K Buy
+4,005
New +$135K 0.02% 234

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Evanson Asset Management's SDIV Position: Q2 2021 in Review

Evanson Asset Management sold out of Global X SuperDividend ETF (SDIV) in Q2 2021, closing a stake of 4,363 shares — an estimated $182K sold.

Evanson Asset Management first reported a position in SDIV in Q3 2020 and held it in 3 quarters. The position peaked at $182K in Q1 2021. 108 funds tracked by Wall St. Rank hold SDIV as of Q2 2021.

  • Evanson Asset Management reported no remaining Global X SuperDividend ETF position as of Q2 2021 after selling out during the quarter.
  • Evanson Asset Management sold 4,363 Global X SuperDividend ETF shares in Q2 2021, an estimated $182K.
  • Evanson Asset Management first reported a position in Global X SuperDividend ETF in Q3 2020 and held it in 3 quarters.
  • Evanson Asset Management's Global X SuperDividend ETF position peaked at $182K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2021.

Based on Evanson Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.