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Harvest Investment Services’s Global X SuperDividend ETF SDIV Stock Holding History

Harvest Investment Services’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
Q2 		– Sell
-27,651
Closed -$599K – 210
2024
Q1 		$599K Buy
27,651
+141
+0.5% +$3.04K 0.24% 95
2023
Q4 		$620K Buy
27,510
+2,276
+9% +$48.7K 0.29% 92
2023
Q3 		$553K Buy
25,234
+38
+0.2% +$857 0.36% 77
2023
Q2 		$569K Sell
25,196
-391
-2% -$8.69K 0.32% 92
2023
Q1 		$590K Sell
25,587
-224
-0.9% -$5.49K 0.46% 61
2022
Q4 		$620K Buy
25,811
+5,819
+29% +$140K 0.66% 50
2022
Q3 		$452K Sell
19,992
-1,613
-7% -$43.1K 0.55% 59
2022
Q2 		$602K Buy
21,605
+156
+0.7% +$4.87K 0.46% 62
2022
Q1 		$737K Buy
21,449
+184
+0.9% +$6.51K 0.44% 64
2021
Q4 		$782K Buy
21,265
+10,598
+99% +$407K 0.33% 89
2021
Q3 		$423K Sell
10,667
-360
-3% -$14.5K 0.17% 171
2021
Q2 		$467K Sell
11,027
-620
-5% -$26.5K 0.2% 142
2021
Q1 		$485K Sell
11,647
-1,377
-11% -$55.7K 0.22% 132
2020
Q4 		$501K Sell
13,024
-2,007
-13% -$71.3K 0.26% 103
2020
Q3 		$485K Sell
15,031
-1,396
-8% -$46.9K 0.28% 91
2020
Q2 		$543K Buy
16,427
+695
+4% +$21.6K 0.32% 77
2020
Q1 		$439K Sell
15,732
-5,929
-27% -$270K 0.58% 51
2019
Q4 		$1.15M Buy
21,661
+2,711
+14% +$140K 0.61% 36
2019
Q3 		$953K Buy
18,950
+919
+5% +$46.3K 0.48% 47
2019
Q2 		$932K Buy
18,031
+712
+4% +$37.3K 0.53% 51
2019
Q1 		$956K Buy
17,319
+599
+4% +$33.3K 0.55% 49
2018
Q4 		$951K Buy
+16,720
New +$947K 0.88% 35

Other funds holding SDIV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Investment Services's SDIV Position: Q2 2024 in Review

Harvest Investment Services sold out of Global X SuperDividend ETF (SDIV) in Q2 2024, closing a stake of 27,651 shares — an estimated $599K sold.

Harvest Investment Services first reported a position in SDIV in Q4 2018 and held it in 22 quarters. The position peaked at $1.15M in Q4 2019. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2024.

  • Harvest Investment Services reported no remaining Global X SuperDividend ETF position as of Q2 2024 after selling out during the quarter.
  • Harvest Investment Services sold 27,651 Global X SuperDividend ETF shares in Q2 2024, an estimated $599K.
  • Harvest Investment Services first reported a position in Global X SuperDividend ETF in Q4 2018 and held it in 22 quarters.
  • Harvest Investment Services's Global X SuperDividend ETF position peaked at $1.15M in Q4 2019.
  • 82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2024.

Based on Harvest Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.