FGAM
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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
-224
Closed -$3.64K – 1984
2023
Q4 		$3.64K Buy
224
+112
+100% +$1.82K ﹤0.01% 910
2023
Q3 		$1.73K Buy
+112
New +$1.88K ﹤0.01% 716
2023
Q2 		– Sell
-17
Closed -$1.94K – 1661
2023
Q1 		$1.94K Buy
+17
New +$313 0.06% 310
2022
Q4 		– Sell
-72
Closed -$1.96K – 1432
2022
Q3 		$1.96K Sell
72
-4
-5% -$79 0.07% 298
2022
Q2 		$2.17K Sell
76
-8
-10% -$164 0.07% 279
2022
Q1 		$2.35K Hold
84
– – 0.07% 268
2021
Q4 		$2.32K Sell
84
-27
-24% -$548 0.05% 320
2021
Q3 		$19K Buy
+111
New +$2.19K 0.01% 813
2021
Q2 		– Sell
-111
Closed -$2.16K – 981
2021
Q1 		$2.16K Buy
111
+2
+2% +$37 0.04% 233
2020
Q4 		$2K Buy
+109
New +$1.76K ﹤0.01% 310
2020
Q2 		– Sell
-132
Closed -$1.52K – 221
2020
Q1 		$1.52K Sell
132
-7,063
-98% -$144K ﹤0.01% 425
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 $1.53B AUM 29.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 224 shares — an estimated $3.64K sold.

Financial Gravity Asset Management first reported a position in DIV in Q1 2018 and held it in 18 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 224 Global X SuperDividend US ETF shares in Q1 2024, an estimated $3.64K.
  • Financial Gravity Asset Management first reported a position in Global X SuperDividend US ETF in Q1 2018 and held it in 18 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.