Golden State Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

Golden State Wealth Management’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
2020 Q4	–	Sell	-3,183	Closed	-$103K	–	385
2020 Q3	$103K	Buy	+3,183	New	+$107K	0.03%	255
2020 Q2	–	Sell	-2,683	Closed	-$75K	–	760
2020 Q1	$75K	Buy	+2,683	New	+$122K	0.03%	292
2019 Q4	–	Sell	-1,283	Closed	-$65K	–	760
2019 Q3	$65K	Buy	1,283 +566	+79%	+$28.5K	0.02%	379
2019 Q2	$37K	Buy	717 +150	+26%	+$7.87K	0.01%	515
2019 Q1	$31K	Buy	+567	New	+$31.6K	0.01%	539

Other funds holding SDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Wealth Management's SDIV Position: Q4 2020 in Review

Golden State Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2020, closing a stake of 3,183 shares — an estimated $103K sold.

Golden State Wealth Management first reported a position in SDIV in Q1 2019 and held it in 5 quarters. The position peaked at $103K in Q3 2020. 101 funds tracked by Wall St. Rank hold SDIV as of Q4 2020.

Golden State Wealth Management reported no remaining Global X SuperDividend ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 3,183 Global X SuperDividend ETF shares in Q4 2020, an estimated $103K.
Golden State Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Global X SuperDividend ETF position peaked at $103K in Q3 2020.
101 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.