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Genesis Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$280K Hold
10,610
– – 0.23% 46
2015
Q1 		$300K Sell
10,610
-16,500
-61% -$474K 0.25% 42
2014
Q4 		$782K Buy
+27,110
New +$790K 0.62% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genesis Wealth Advisors's DIV Position: Q2 2015 in Review

Genesis Wealth Advisors held its Global X SuperDividend US ETF (DIV) position steady in Q2 2015 at 10,610 shares worth $280K. The position accounts for 0.23% of the portfolio, ranked #46.

Genesis Wealth Advisors first reported a position in DIV in Q4 2014 and has held it in 3 quarters since. The position peaked at $782K in Q4 2014. 34 funds tracked by Wall St. Rank hold DIV as of Q2 2015.

  • Genesis Wealth Advisors held 10,610 shares of Global X SuperDividend US ETF worth $280K as of Q2 2015.
  • Genesis Wealth Advisors left its Global X SuperDividend US ETF share count unchanged in Q2 2015.
  • Global X SuperDividend US ETF made up 0.23% of Genesis Wealth Advisors's portfolio in Q2 2015, its #46 holding.
  • Genesis Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Global X SuperDividend US ETF position peaked at $782K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.