Fortis Capital Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

Fortis Capital Advisors’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 Q2	–	Sell	-58	Closed	-$1.34K	–	518
2023 Q1	$1.34K	Sell	58 -1,500	-96%	-$36.8K	﹤0.01%	596
2022 Q4	$37.4K	Buy	+1,558	New	+$37.4K	0.02%	331

Other funds holding SDIV

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fortis Capital Advisors's SDIV Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Global X SuperDividend ETF (SDIV) in Q2 2023, closing a stake of 58 shares — an estimated $1.34K sold.

Fortis Capital Advisors first reported a position in SDIV in Q4 2022 and held it in 2 quarters. The position peaked at $37.4K in Q4 2022. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2023.

Fortis Capital Advisors reported no remaining Global X SuperDividend ETF position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 58 Global X SuperDividend ETF shares in Q2 2023, an estimated $1.34K.
Fortis Capital Advisors first reported a position in Global X SuperDividend ETF in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's Global X SuperDividend ETF position peaked at $37.4K in Q4 2022.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.