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

Lifeworks 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
2024
Q2 		– Sell
-14,759
Closed -$257K – 224
2024
Q1 		$257K Hold
14,759
– – 0.07% 201
2023
Q4 		$254K Hold
14,759
– – 0.09% 176
2023
Q3 		$239K Buy
+14,759
New +$248K 0.09% 167

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lifeworks Advisors's DIV Position: Q2 2024 in Review

Lifeworks Advisors sold out of Global X SuperDividend US ETF (DIV) in Q2 2024, closing a stake of 14,759 shares — an estimated $257K sold.

Lifeworks Advisors first reported a position in DIV in Q3 2023 and held it in 3 quarters. The position peaked at $257K in Q1 2024. 117 funds tracked by Wall St. Rank hold DIV as of Q2 2024.

  • Lifeworks Advisors reported no remaining Global X SuperDividend US ETF position as of Q2 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 14,759 Global X SuperDividend US ETF shares in Q2 2024, an estimated $257K.
  • Lifeworks Advisors first reported a position in Global X SuperDividend US ETF in Q3 2023 and held it in 3 quarters.
  • Lifeworks Advisors's Global X SuperDividend US ETF position peaked at $257K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2024.

Based on Lifeworks Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.