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Glassman Wealth Services’s Global X SuperDividend ETF SDIV Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-136
Closed -$3.07K – 2053
2023
Q2 		$3.07K Buy
+136
New +$3.02K ﹤0.01% 1133

Other funds holding SDIV

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glassman Wealth Services's SDIV Position: Q3 2023 in Review

Glassman Wealth Services sold out of Global X SuperDividend ETF (SDIV) in Q3 2023, closing a stake of 136 shares — an estimated $3.07K sold.

Glassman Wealth Services first reported a position in SDIV in Q2 2023 and held it in 1 quarter. The position peaked at $3.07K in Q2 2023. 83 funds tracked by Wall St. Rank hold SDIV as of Q3 2023.

  • Glassman Wealth Services reported no remaining Global X SuperDividend ETF position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 136 Global X SuperDividend ETF shares in Q3 2023, an estimated $3.07K.
  • Glassman Wealth Services first reported a position in Global X SuperDividend ETF in Q2 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Global X SuperDividend ETF position peaked at $3.07K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.