Impact Partnership Wealth’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

Impact Partnership Wealth’s Portfolio GDVD Stock Details GDVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-65	Closed	-$1.52K	–	882
2023 Q4	$1.52K	Buy	+65	New	+$1.43K	﹤0.01%	720

Other funds holding GDVD

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Impact Partnership Wealth's GDVD Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q1 2024, closing a stake of 65 shares — an estimated $1.52K sold.

Impact Partnership Wealth first reported a position in GDVD in Q4 2023 and held it in 1 quarter. The position peaked at $1.52K in Q4 2023. 9 funds tracked by Wall St. Rank hold GDVD as of Q1 2024.

Impact Partnership Wealth reported no remaining Copper Place Global Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 65 Copper Place Global Dividend Growth ETF shares in Q1 2024, an estimated $1.52K.
Impact Partnership Wealth first reported a position in Copper Place Global Dividend Growth ETF in Q4 2023 and held it in 1 quarter.
Impact Partnership Wealth's Copper Place Global Dividend Growth ETF position peaked at $1.52K in Q4 2023.
9 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.