Kestra Advisory Services’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,898
Closed -$375K 2335
2022
Q4
$375K Sell
16,898
-1
-0% -$21 ﹤0.01% 1578
2022
Q3
$333K Sell
16,899
-1,223
-7% -$26.9K ﹤0.01% 1546
2022
Q2
$392K Buy
+18,122
New +$418K ﹤0.01% 1464

Other funds holding GDVD

Kestra Advisory Services's GDVD Position: Q1 2023 in Review

Kestra Advisory Services sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q1 2023, closing a stake of 16,898 shares — an estimated $375K sold.

Kestra Advisory Services first reported a position in GDVD in Q2 2022 and held it in 3 quarters. The position peaked at $392K in Q2 2022. 6 funds tracked by Wall St. Rank hold GDVD as of Q1 2023.

  • Kestra Advisory Services reported no remaining Copper Place Global Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 16,898 Copper Place Global Dividend Growth ETF shares in Q1 2023, an estimated $375K.
  • Kestra Advisory Services first reported a position in Copper Place Global Dividend Growth ETF in Q2 2022 and held it in 3 quarters.
  • Kestra Advisory Services's Copper Place Global Dividend Growth ETF position peaked at $392K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.