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

Lenox 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	$778K	Hold	22,500	–	–	0.1%	55
2021 Q4	$828K	Hold	22,500	–	–	0.1%	52
2021 Q3	$893K	Hold	22,500	–	–	0.11%	47
2021 Q2	$954K	Buy	+22,500	New	+$960K	0.12%	46
2018 Q1	–	Sell	-283	Closed	-$19K	–	560
2017 Q4	$19K	Buy	+283	New	+$18.4K	0.01%	138
2014 Q2	–	Sell	-484	Closed	-$36K	–	190
2014 Q1	$36K	Buy	+484	New	+$34.2K	0.02%	72

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

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

Lenox Wealth Advisors held its Global X SuperDividend ETF (SDIV) position steady in Q1 2022 at 22,500 shares worth $778K. The position accounts for 0.1% of the portfolio, ranked #55.

Lenox Wealth Advisors first reported a position in SDIV in Q1 2014 and has held it in 6 quarters since. The position peaked at $954K in Q2 2021. 127 funds tracked by Wall St. Rank hold SDIV as of Q1 2022.

Lenox Wealth Advisors held 22,500 shares of Global X SuperDividend ETF worth $778K as of Q1 2022.
Lenox Wealth Advisors left its Global X SuperDividend ETF share count unchanged in Q1 2022.
Global X SuperDividend ETF made up 0.1% of Lenox Wealth Advisors's portfolio in Q1 2022, its #55 holding.
Lenox Wealth Advisors first reported a position in Global X SuperDividend ETF in Q1 2014 and has held it in 6 quarters since.
Lenox Wealth Advisors's Global X SuperDividend ETF position peaked at $954K in Q2 2021.
127 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.