LifePro Asset Management’s Global X SuperDividend US ETF DIV Stock Holding History

LifePro Asset Management’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 Q4	–	Sell	-10,933	Closed	-$177K	–	107
2023 Q3	$177K	Sell	10,933 -684	-6%	-$11.5K	0.15%	99
2023 Q2	$194K	Sell	11,617 -739	-6%	-$12.4K	0.15%	101
2023 Q1	$232K	Sell	12,356 -16,546	-57%	-$305K	0.17%	100
2022 Q4	$513K	Buy	28,902 +16,299	+129%	+$307K	0.38%	65
2022 Q3	$222K	Sell	12,603 -210	-2%	-$4.16K	0.13%	71
2022 Q2	$249K	Sell	12,813 -29	-0.2%	-$594	0.13%	100
2022 Q1	$271K	Sell	12,842 -178	-1%	-$3.68K	0.1%	107
2021 Q4	$271K	Buy	13,020 +229	+2%	+$4.65K	0.08%	108
2021 Q3	$249K	Buy	+12,791	New	+$253K	0.08%	87

Other funds holding DIV

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

AWM

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

CFP

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LifePro Asset Management's DIV Position: Q4 2023 in Review

LifePro Asset Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 10,933 shares — an estimated $177K sold.

LifePro Asset Management first reported a position in DIV in Q3 2021 and held it in 9 quarters. The position peaked at $513K in Q4 2022. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

LifePro Asset Management reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 10,933 Global X SuperDividend US ETF shares in Q4 2023, an estimated $177K.
LifePro Asset Management first reported a position in Global X SuperDividend US ETF in Q3 2021 and held it in 9 quarters.
LifePro Asset Management's Global X SuperDividend US ETF position peaked at $513K in Q4 2022.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.