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

Lido 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
2023 Q1	–	Sell	-149,976	Closed	-$2.82M	–	1171
2022 Q4	$2.82M	Sell	149,976 -20,087	-12%	-$379K	0.03%	237
2022 Q3	$3M	Sell	170,063 -10,742	-6%	-$213K	0.04%	198
2022 Q2	$3.52M	Buy	180,805 +43,874	+32%	+$899K	0.05%	162
2022 Q1	$2.89M	Buy	136,931 +25,410	+23%	+$525K	0.03%	216
2021 Q4	$2.32M	Sell	111,521 -11,788	-10%	-$239K	0.03%	246
2021 Q3	$2.4M	Sell	123,309 -12,071	-9%	-$239K	0.03%	247
2021 Q2	$2.71M	Buy	+135,380	New	+$2.7M	0.04%	219

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Lido Advisors's DIV Position: Q1 2023 in Review

Lido Advisors sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 149,976 shares — an estimated $2.82M sold.

Lido Advisors first reported a position in DIV in Q2 2021 and held it in 7 quarters. The position peaked at $3.52M in Q2 2022. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

Lido Advisors reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 149,976 Global X SuperDividend US ETF shares in Q1 2023, an estimated $2.82M.
Lido Advisors first reported a position in Global X SuperDividend US ETF in Q2 2021 and held it in 7 quarters.
Lido Advisors's Global X SuperDividend US ETF position peaked at $3.52M in Q2 2022.
103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.