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Institute for Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

Institute for Wealth Management’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
-3,741
Closed -$85K – 468
2022
Q3 		$85K Sell
3,741
-931
-20% -$24.9K 0.02% 437
2022
Q2 		$130K Sell
4,672
-428
-8% -$13.4K 0.03% 507
2022
Q1 		$175K Sell
5,100
-21
-0.4% -$743 0.03% 521
2021
Q4 		$189K Sell
5,121
-31
-0.6% -$1.19K 0.03% 475
2021
Q3 		$204K Hold
5,152
– – 0.04% 460
2021
Q2 		$218K Sell
5,152
-81
-2% -$3.46K 0.04% 443
2021
Q1 		$218K Sell
5,233
-75
-1% -$3.03K 0.04% 430
2020
Q4 		$204K Sell
5,308
-463
-8% -$16.5K 0.04% 424
2020
Q3 		$186K Sell
5,771
-62
-1% -$2.08K 0.04% 398
2020
Q2 		$193K Sell
5,833
-103
-2% -$3.2K 0.05% 401
2020
Q1 		$166K Sell
5,936
-704
-11% -$32K 0.05% 376
2019
Q4 		$352K Sell
6,640
-8,294
-56% -$427K 0.08% 312
2019
Q3 		$760K Sell
14,934
-1,391
-9% -$70K 0.19% 153
2019
Q2 		$843K Sell
16,325
-2,690
-14% -$141K 0.19% 159
2019
Q1 		$1.04M Buy
19,015
+330
+2% +$18.4K 0.23% 125
2018
Q4 		$959K Sell
18,685
-1,553
-8% -$87.9K 0.39% 78
2018
Q3 		$1.22M Sell
20,238
-72
-0.4% -$4.48K 0.41% 84
2018
Q2 		$1.27M Sell
20,310
-28
-0.1% -$1.75K 0.4% 84
2018
Q1 		$1.26M Sell
20,338
-803
-4% -$51.4K 0.37% 87
2017
Q4 		$1.38M Sell
21,141
-1,106
-5% -$71.8K 0.32% 95
2017
Q3 		$1.47M Sell
22,247
-159
-0.7% -$10.4K 0.48% 66
2017
Q2 		$1.45M Buy
+22,406
New +$1.44M 0.4% 66

Other funds holding SDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Institute for Wealth Management's SDIV Position: Q4 2022 in Review

Institute for Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2022, closing a stake of 3,741 shares — an estimated $85K sold.

Institute for Wealth Management first reported a position in SDIV in Q2 2017 and held it in 22 quarters. The position peaked at $1.47M in Q3 2017. 78 funds tracked by Wall St. Rank hold SDIV as of Q4 2022.

  • Institute for Wealth Management reported no remaining Global X SuperDividend ETF position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 3,741 Global X SuperDividend ETF shares in Q4 2022, an estimated $85K.
  • Institute for Wealth Management first reported a position in Global X SuperDividend ETF in Q2 2017 and held it in 22 quarters.
  • Institute for Wealth Management's Global X SuperDividend ETF position peaked at $1.47M in Q3 2017.
  • 78 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.