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

GeoWealth 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
2021
Q4 		– Sell
-6,918
Closed -$134K – 386
2021
Q3 		$134K Sell
6,918
-2,826
-29% -$55.9K 0.01% 308
2021
Q2 		$195K Buy
9,744
+297
+3% +$5.93K 0.02% 198
2021
Q1 		$183K Buy
+9,447
New +$173K 0.03% 177

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GeoWealth Management's DIV Position: Q4 2021 in Review

GeoWealth Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2021, closing a stake of 6,918 shares — an estimated $134K sold.

GeoWealth Management first reported a position in DIV in Q1 2021 and held it in 3 quarters. The position peaked at $195K in Q2 2021. 100 funds tracked by Wall St. Rank hold DIV as of Q4 2021.

  • GeoWealth Management reported no remaining Global X SuperDividend US ETF position as of Q4 2021 after selling out during the quarter.
  • GeoWealth Management sold 6,918 Global X SuperDividend US ETF shares in Q4 2021, an estimated $134K.
  • GeoWealth Management first reported a position in Global X SuperDividend US ETF in Q1 2021 and held it in 3 quarters.
  • GeoWealth Management's Global X SuperDividend US ETF position peaked at $195K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2021.

Based on GeoWealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.