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

Focused 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
2023 Q4	–	Sell	-83	Closed	-$1.82K	–	1091
2023 Q3	$1.82K	Hold	83	–	–	﹤0.01%	783
2023 Q2	$1.87K	Hold	83	–	–	﹤0.01%	809
2023 Q1	$1.91K	Hold	83	–	–	﹤0.01%	801
2022 Q4	$1.99K	Hold	83	–	–	﹤0.01%	777
2022 Q3	$2K	Hold	83	–	–	﹤0.01%	778
2022 Q2	$2K	Hold	83	–	–	﹤0.01%	756
2022 Q1	$3K	Hold	83	–	–	﹤0.01%	757
2021 Q4	$3K	Hold	83	–	–	﹤0.01%	767
2021 Q3	$3K	Hold	83	–	–	﹤0.01%	780
2021 Q2	$4K	Hold	83	–	–	﹤0.01%	766
2021 Q1	$3K	Hold	83	–	–	﹤0.01%	785
2020 Q4	$3K	Hold	83	–	–	﹤0.01%	716
2020 Q3	$3K	Hold	83	–	–	﹤0.01%	682
2020 Q2	$3K	Hold	83	–	–	﹤0.01%	653
2020 Q1	$2K	Hold	83	–	–	﹤0.01%	625
2019 Q4	$4K	Hold	83	–	–	﹤0.01%	605
2019 Q3	$4K	Hold	83	–	–	﹤0.01%	599
2019 Q2	$4K	Hold	83	–	–	﹤0.01%	627
2019 Q1	$5K	Hold	83	–	–	﹤0.01%	552
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	565
2018 Q3	$5K	Hold	83	–	–	﹤0.01%	524
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	516
2018 Q1	$5K	Hold	83	–	–	﹤0.01%	562
2017 Q4	$5K	Hold	83	–	–	﹤0.01%	549
2017 Q3	$6K	Hold	83	–	–	﹤0.01%	501
2017 Q2	$5K	Hold	83	–	–	﹤0.01%	565
2017 Q1	$5K	Hold	83	–	–	﹤0.01%	547
2016 Q4	$5K	Hold	83	–	–	﹤0.01%	555
2016 Q3	$5K	Hold	83	–	–	﹤0.01%	536
2016 Q2	$5K	Hold	83	–	–	﹤0.01%	528
2016 Q1	$5K	Sell	83 -8,397	-99%	-$472K	﹤0.01%	485
2015 Q4	$502K	Buy	8,480 +8,397	+10,117%	+$509K	0.29%	58
2015 Q3	$5K	Buy	+83	New	+$5.24K	﹤0.01%	501

Other funds holding SDIV

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focused Wealth Management's SDIV Position: Q4 2023 in Review

Focused Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2023, closing a stake of 83 shares — an estimated $1.82K sold.

Focused Wealth Management first reported a position in SDIV in Q3 2015 and held it in 33 quarters. The position peaked at $502K in Q4 2015. 91 funds tracked by Wall St. Rank hold SDIV as of Q4 2023.

Focused Wealth Management reported no remaining Global X SuperDividend ETF position as of Q4 2023 after selling out during the quarter.
Focused Wealth Management sold 83 Global X SuperDividend ETF shares in Q4 2023, an estimated $1.82K.
Focused Wealth Management first reported a position in Global X SuperDividend ETF in Q3 2015 and held it in 33 quarters.
Focused Wealth Management's Global X SuperDividend ETF position peaked at $502K in Q4 2015.
91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.