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

JFS 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 Q1	–	Sell	-3,767	Closed	-$139K	–	1950
2021 Q4	$139K	Hold	3,767	–	–	0.01%	264
2021 Q3	$149K	Hold	3,767	–	–	0.02%	252
2021 Q2	$160K	Buy	3,767 +367	+11%	+$15.7K	0.02%	184
2021 Q1	$142K	Buy	3,400 +633	+23%	+$25.6K	0.03%	167
2020 Q4	$107K	Hold	2,767	–	–	0.02%	188
2020 Q3	$89K	Buy	+2,767	New	+$92.9K	0.02%	186
2015 Q3	–	Sell	-521	Closed	-$35K	–	556
2015 Q2	$35K	Hold	521	–	–	0.02%	216
2015 Q1	$36K	Hold	521	–	–	0.02%	213
2014 Q4	$36K	Buy	521 +11	+2%	+$781	0.01%	219
2014 Q3	$37K	Buy	+510	New	+$39.1K	0.01%	210

Other funds holding SDIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JFS Wealth Advisors's SDIV Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q1 2022, closing a stake of 3,767 shares — an estimated $139K sold.

JFS Wealth Advisors first reported a position in SDIV in Q3 2014 and held it in 10 quarters. The position peaked at $160K in Q2 2021. 127 funds tracked by Wall St. Rank hold SDIV as of Q1 2022.

JFS Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 3,767 Global X SuperDividend ETF shares in Q1 2022, an estimated $139K.
JFS Wealth Advisors first reported a position in Global X SuperDividend ETF in Q3 2014 and held it in 10 quarters.
JFS Wealth Advisors's Global X SuperDividend ETF position peaked at $160K in Q2 2021.
127 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.