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Guardian Wealth Advisors (North Carolina)’s Global X SuperDividend ETF SDIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q1 		– Sell
-360
Closed -$8.12K – 475
2023
Q4 		$8.12K Hold
360
– – ﹤0.01% 388
2023
Q3 		$7.89K Hold
360
– – ﹤0.01% 364
2023
Q2 		$8.13K Buy
+360
New +$8K ﹤0.01% 350

Other funds holding SDIV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SDIV Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Global X SuperDividend ETF (SDIV) in Q1 2024, closing a stake of 360 shares — an estimated $8.12K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SDIV in Q2 2023 and held it in 3 quarters. The position peaked at $8.13K in Q2 2023. 87 funds tracked by Wall St. Rank hold SDIV as of Q1 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Global X SuperDividend ETF position as of Q1 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 360 Global X SuperDividend ETF shares in Q1 2024, an estimated $8.12K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Global X SuperDividend ETF in Q2 2023 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Global X SuperDividend ETF position peaked at $8.13K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.