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Fulcrum Equity Management’s Global X SuperDividend US ETF DIV Stock Holding History

Fulcrum Equity 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
2022
Q4 		– Sell
-15,139
Closed -$267K – 72
2022
Q3 		$267K Buy
+15,139
New +$300K 0.23% 54

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fulcrum Equity Management's DIV Position: Q4 2022 in Review

Fulcrum Equity Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2022, closing a stake of 15,139 shares — an estimated $267K sold.

Fulcrum Equity Management first reported a position in DIV in Q3 2022 and held it in 1 quarter. The position peaked at $267K in Q3 2022. 111 funds tracked by Wall St. Rank hold DIV as of Q4 2022.

  • Fulcrum Equity Management reported no remaining Global X SuperDividend US ETF position as of Q4 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 15,139 Global X SuperDividend US ETF shares in Q4 2022, an estimated $267K.
  • Fulcrum Equity Management first reported a position in Global X SuperDividend US ETF in Q3 2022 and held it in 1 quarter.
  • Fulcrum Equity Management's Global X SuperDividend US ETF position peaked at $267K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.