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Freedom Investment Management’s Global X SuperDividend US ETF DIV Stock Holding History

Freedom Investment 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
2020
Q1 		– Sell
-122,305
Closed -$2.9M – 679
2019
Q4 		$2.9M Sell
122,305
-99,774
-45% -$2.33M 0.26% 79
2019
Q3 		$5.23M Sell
222,079
-301,768
-58% -$6.9M 0.45% 37
2019
Q2 		$11.9M Buy
+523,847
New +$12.1M 0.99% 14
2018
Q4 		– Sell
-8,229
Closed -$208K – 791
2018
Q3 		$208K Sell
8,229
-70
-0.8% -$1.77K 0.01% 831
2018
Q2 		$208K Sell
8,299
-463
-5% -$11.4K 0.01% 875
2018
Q1 		$211K Buy
8,762
+492
+6% +$12.1K 0.01% 1018
2017
Q4 		$212K Buy
+8,270
New +$210K 0.01% 1024
2016
Q4 		– Sell
-152,923
Closed -$3.81M – 996
2016
Q3 		$3.81M Buy
+152,923
New +$3.87M 0.24% 44

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's DIV Position: Q1 2020 in Review

Freedom Investment Management sold out of Global X SuperDividend US ETF (DIV) in Q1 2020, closing a stake of 122,305 shares — an estimated $2.9M sold.

Freedom Investment Management first reported a position in DIV in Q3 2016 and held it in 8 quarters. The position peaked at $11.9M in Q2 2019. 70 funds tracked by Wall St. Rank hold DIV as of Q1 2020.

  • Freedom Investment Management reported no remaining Global X SuperDividend US ETF position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 122,305 Global X SuperDividend US ETF shares in Q1 2020, an estimated $2.9M.
  • Freedom Investment Management first reported a position in Global X SuperDividend US ETF in Q3 2016 and held it in 8 quarters.
  • Freedom Investment Management's Global X SuperDividend US ETF position peaked at $11.9M in Q2 2019.
  • 70 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.