Heartwood Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

Heartwood Wealth Advisors’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
2022 Q4	–	Sell	-37,944	Closed	-$858K	–	131
2022 Q3	$858K	Buy	37,944 +5,565	+17%	+$149K	0.15%	50
2022 Q2	$902K	Buy	32,379 +3,860	+14%	+$120K	0.15%	46
2022 Q1	$980K	Buy	28,519 +11,045	+63%	+$391K	0.15%	46
2021 Q4	$643K	Buy	17,474 +1,529	+10%	+$58.7K	0.1%	57
2021 Q3	$633K	Buy	15,945 +534	+3%	+$21.5K	0.1%	54
2021 Q2	$653K	Buy	15,411 +9,927	+181%	+$424K	0.1%	53
2021 Q1	$229K	Sell	5,484 -2,300	-30%	-$93K	0.04%	78
2020 Q4	$300K	Buy	7,784 +167	+2%	+$5.94K	0.05%	71
2020 Q3	$246K	Buy	7,617 +133	+2%	+$4.47K	0.05%	70
2020 Q2	$247K	Sell	7,484 -339	-4%	-$10.5K	0.05%	69
2020 Q1	$219K	Buy	7,823 +355	+5%	+$16.1K	0.05%	63
2019 Q4	$396K	Buy	+7,468	New	+$385K	0.08%	59

Other funds holding SDIV

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

Heartwood Wealth Advisors's SDIV Position: Q4 2022 in Review

Heartwood Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q4 2022, closing a stake of 37,944 shares — an estimated $858K sold.

Heartwood Wealth Advisors first reported a position in SDIV in Q4 2019 and held it in 12 quarters. The position peaked at $980K in Q1 2022. 78 funds tracked by Wall St. Rank hold SDIV as of Q4 2022.

Heartwood Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q4 2022 after selling out during the quarter.
Heartwood Wealth Advisors sold 37,944 Global X SuperDividend ETF shares in Q4 2022, an estimated $858K.
Heartwood Wealth Advisors first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 12 quarters.
Heartwood Wealth Advisors's Global X SuperDividend ETF position peaked at $980K in Q1 2022.
78 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2022.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.