MWM
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MBE Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-1,021
Closed -$13K – 157
2020
Q1 		$13K Buy
+1,021
New +$20.8K 0.01% 263

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

MBE Wealth Management's DIV Position: Q2 2020 in Review

MBE Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q2 2020, closing a stake of 1,021 shares — an estimated $13K sold.

MBE Wealth Management first reported a position in DIV in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 62 funds tracked by Wall St. Rank hold DIV as of Q2 2020.

  • MBE Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,021 Global X SuperDividend US ETF shares in Q2 2020, an estimated $13K.
  • MBE Wealth Management first reported a position in Global X SuperDividend US ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Global X SuperDividend US ETF position peaked at $13K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.