LM Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

LM 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
2024 Q1	–	Sell	-500	Closed	-$11.3K	–	625
2023 Q4	$11.3K	Buy	+500	New	+$10.7K	﹤0.01%	513

Other funds holding SDIV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LM Advisors's SDIV Position: Q1 2024 in Review

LM Advisors sold out of Global X SuperDividend ETF (SDIV) in Q1 2024, closing a stake of 500 shares — an estimated $11.3K sold.

LM Advisors first reported a position in SDIV in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 87 funds tracked by Wall St. Rank hold SDIV as of Q1 2024.

LM Advisors reported no remaining Global X SuperDividend ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 500 Global X SuperDividend ETF shares in Q1 2024, an estimated $11.3K.
LM Advisors first reported a position in Global X SuperDividend ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Global X SuperDividend ETF position peaked at $11.3K in Q4 2023.
87 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.