FGC
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Financial Gravity Companies’s Global X SuperDividend US ETF DIV Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$36K Buy
+1,512
New +$36.7K 0.03% 415
2018
Q1 		$31K Buy
1,252
+196
+19% +$4.83K 0.03% 455
2017
Q4 		$26K Buy
+1,056
New +$26.8K 0.03% 443

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's DIV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Global X SuperDividend US ETF (DIV) in Q4 2018: 1,512 shares worth $36K. The stake represents 0.03% of the portfolio and ranks #415 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DIV as recently as Q1 2018.

Financial Gravity Companies first reported a position in DIV in Q4 2017 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold DIV as of Q4 2018.

  • Financial Gravity Companies held 1,512 shares of Global X SuperDividend US ETF worth $36K as of Q4 2018.
  • Global X SuperDividend US ETF was a new Financial Gravity Companies position in Q4 2018.
  • Global X SuperDividend US ETF made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #415 holding.
  • Financial Gravity Companies first reported a position in Global X SuperDividend US ETF in Q4 2017 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.