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

Harbour 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	-200	Closed	-$3.45K	–	3420
2024 Q2	$3.45K	Sell	200 -460	-70%	-$7.91K	﹤0.01%	2650
2024 Q1	$11.5K	Hold	660	–	–	﹤0.01%	2166
2023 Q4	$11.3K	Hold	660	–	–	﹤0.01%	2096
2023 Q3	$10.7K	Hold	660	–	–	﹤0.01%	2010
2023 Q2	$11K	Hold	660	–	–	﹤0.01%	1989
2023 Q1	$11.5K	Hold	660	–	–	﹤0.01%	1952
2022 Q4	$12.4K	Buy	660 +125	+23%	+$2.36K	﹤0.01%	1864
2022 Q3	$10K	Hold	535	–	–	﹤0.01%	1919
2022 Q2	$10K	Buy	+535	New	+$11K	﹤0.01%	1919
2021 Q4	$10K	Hold	460	–	–	﹤0.01%	1915
2021 Q3	$9K	Hold	460	–	–	﹤0.01%	2714
2021 Q2	$9K	Sell	460 -100	-18%	-$2K	﹤0.01%	2787
2021 Q1	$11K	Buy	+560	New	+$10.3K	﹤0.01%	2547

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

Harbour Investments's DIV Position: Q3 2024 in Review

Harbour Investments sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 200 shares — an estimated $3.45K sold.

Harbour Investments first reported a position in DIV in Q1 2021 and held it in 13 quarters. The position peaked at $12.4K in Q4 2022. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

Harbour Investments reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
Harbour Investments sold 200 Global X SuperDividend US ETF shares in Q3 2024, an estimated $3.45K.
Harbour Investments first reported a position in Global X SuperDividend US ETF in Q1 2021 and held it in 13 quarters.
Harbour Investments's Global X SuperDividend US ETF position peaked at $12.4K in Q4 2022.
109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.