Financial Gravity Asset Management’s Global X SuperDividend US ETF DIV Stock Holding History

Financial Gravity Asset Management’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
2024 Q1	–	Sell	-112	Closed	-$1.91K	–	1225
2023 Q4	$1.91K	Buy	+112	New	+$1.82K	﹤0.01%	718
2021 Q3	$19K	Buy	+111	New	+$2.19K	0.01%	813
2020 Q4	$2K	Buy	+109	New	+$1.76K	﹤0.01%	310
2019 Q4	$24K	Sell	7,195 -3,653	-34%	-$85.5K	0.02%	950
2019 Q3	$256K	Sell	10,848 -4,049	-27%	-$92.5K	0.22%	91
2019 Q2	$337K	Buy	14,897 +14,885	+124,042%	+$343K	0.28%	88
2019 Q1	$0	Buy	+12	New	+$285	﹤0.01%	1358
2018 Q3	$36K	Buy	1,459 +117	+9%	+$2.96K	0.04%	398
2018 Q2	$34K	Buy	1,342 +90	+7%	+$2.21K	0.03%	400
2018 Q1	$31K	Buy	+1,252	New	+$30.8K	0.03%	455

Other funds holding DIV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's DIV Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Global X SuperDividend US ETF (DIV) in Q1 2024, closing a stake of 112 shares — an estimated $1.91K sold.

Financial Gravity Asset Management first reported a position in DIV in Q1 2018 and held it in 10 quarters. The position peaked at $337K in Q2 2019. 121 funds tracked by Wall St. Rank hold DIV as of Q1 2024.

Financial Gravity Asset Management reported no remaining Global X SuperDividend US ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 112 Global X SuperDividend US ETF shares in Q1 2024, an estimated $1.91K.
Financial Gravity Asset Management first reported a position in Global X SuperDividend US ETF in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Global X SuperDividend US ETF position peaked at $337K in Q2 2019.
121 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.