Gradient Investments’s Global X SuperDividend US ETF DIV Stock Holding History

Gradient Investments’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 Q3	–	Sell	-440	Closed	-$7.59K	–	549
2024 Q2	$7.59K	Buy	+440	New	+$7.56K	﹤0.01%	788
2023 Q1	–	Sell	-380	Closed	-$7.14K	–	1548
2022 Q4	$7.14K	Buy	+380	New	+$7.16K	﹤0.01%	872
2018 Q1	–	Sell	-200	Closed	-$5K	–	1040
2017 Q4	$5K	Buy	+200	New	+$5.08K	﹤0.01%	688

Other funds holding DIV

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Gradient Investments's DIV Position: Q3 2024 in Review

Gradient Investments sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 440 shares — an estimated $7.59K sold.

Gradient Investments first reported a position in DIV in Q4 2017 and held it in 3 quarters. The position peaked at $7.59K in Q2 2024. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

Gradient Investments reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 440 Global X SuperDividend US ETF shares in Q3 2024, an estimated $7.59K.
Gradient Investments first reported a position in Global X SuperDividend US ETF in Q4 2017 and held it in 3 quarters.
Gradient Investments's Global X SuperDividend US ETF position peaked at $7.59K in Q2 2024.
109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.