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Lumature Wealth Partners’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

Lumature Wealth Partners’s Portfolio QDIV Stock Details QDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$3.19K – 400
2023
Q1 		$3.19K Buy
+100
New +$3.19K ﹤0.01% 352

Other funds holding QDIV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Lumature Wealth Partners's QDIV Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Global X S&P 500 Quality Dividend ETF (QDIV) in Q2 2023, closing a stake of 100 shares — an estimated $3.19K sold.

Lumature Wealth Partners first reported a position in QDIV in Q1 2023 and held it in 1 quarter. The position peaked at $3.19K in Q1 2023. 18 funds tracked by Wall St. Rank hold QDIV as of Q2 2023.

  • Lumature Wealth Partners reported no remaining Global X S&P 500 Quality Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 100 Global X S&P 500 Quality Dividend ETF shares in Q2 2023, an estimated $3.19K.
  • Lumature Wealth Partners first reported a position in Global X S&P 500 Quality Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Lumature Wealth Partners's Global X S&P 500 Quality Dividend ETF position peaked at $3.19K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Quality Dividend ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.