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Lenox Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Lenox Wealth Advisors’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-130
Closed -$3K – 801
2019
Q4 		$3K Buy
+130
New +$3.04K ﹤0.01% 538

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Advisors's DIV Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q1 2020, closing a stake of 130 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in DIV in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 70 funds tracked by Wall St. Rank hold DIV as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 130 Global X SuperDividend US ETF shares in Q1 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Global X SuperDividend US ETF position peaked at $3K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.