GWMIA
DIV icon

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

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-202
Closed -$3.46K – 217
2023
Q4 		$3.46K Buy
202
+1
+0.5% +$16 ﹤0.01% 361
2023
Q3 		$3.26K Hold
201
– – ﹤0.01% 350
2023
Q2 		$3.35K Buy
+201
New +$3.38K ﹤0.01% 360
2022
Q3 		– Sell
-310
Closed -$6K – 227
2022
Q2 		$6K Sell
310
-775
-71% -$15.9K ﹤0.01% 320
2022
Q1 		$23K Sell
1,085
-1,160
-52% -$24K 0.01% 244
2021
Q4 		$47K Sell
2,245
-2,100
-48% -$42.6K 0.01% 194
2021
Q3 		$84K Sell
4,345
-34
-0.8% -$672 0.03% 179
2021
Q2 		$87K Sell
4,379
-45
-1% -$898 0.03% 174
2021
Q1 		$86K Sell
4,424
-1,071
-19% -$19.7K 0.03% 171
2020
Q4 		$93K Sell
5,495
-83
-1% -$1.34K 0.04% 144
2020
Q3 		$84K Sell
5,578
-1,367
-20% -$21.2K 0.04% 142
2020
Q2 		$104K Buy
6,945
+1,514
+28% +$22.2K 0.04% 149
2020
Q1 		$70K Sell
5,431
-14
-0.3% -$286 0.04% 152
2019
Q4 		$129K Buy
5,445
+79
+1% +$1.85K 0.05% 127
2019
Q3 		$126K Sell
5,366
-363
-6% -$8.3K 0.06% 121
2019
Q2 		$130K Sell
5,729
-18
-0.3% -$415 0.06% 117
2019
Q1 		$137K Sell
5,747
-302
-5% -$7.16K 0.07% 134
2018
Q4 		$136K Buy
+6,049
New +$147K 0.08% 154

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's DIV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Global X SuperDividend US ETF (DIV) in Q1 2024, closing a stake of 202 shares — an estimated $3.46K sold.

Global Wealth Management Investment Advisory first reported a position in DIV in Q4 2018 and held it in 18 quarters. The position peaked at $137K in Q1 2019. 121 funds tracked by Wall St. Rank hold DIV as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Global X SuperDividend US ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 202 Global X SuperDividend US ETF shares in Q1 2024, an estimated $3.46K.
  • Global Wealth Management Investment Advisory first reported a position in Global X SuperDividend US ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Global X SuperDividend US ETF position peaked at $137K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.