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Milestone Wealth’s Global X SuperDividend ETF SDIV Stock Holding History

Milestone Wealth’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
2022
Q3 		$2K Hold
76
– – ﹤0.01% 227
2022
Q2 		$2K Hold
76
– – ﹤0.01% 221
2022
Q1 		$3K Hold
76
– – ﹤0.01% 240
2021
Q4 		$3K Buy
+76
New +$2.92K ﹤0.01% 240

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Milestone Wealth's SDIV Position: Q3 2022 in Review

Milestone Wealth held its Global X SuperDividend ETF (SDIV) position steady in Q3 2022 at 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Milestone Wealth first reported a position in SDIV in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 111 funds tracked by Wall St. Rank hold SDIV as of Q3 2022.

  • Milestone Wealth held 76 shares of Global X SuperDividend ETF worth $2K as of Q3 2022.
  • Milestone Wealth left its Global X SuperDividend ETF share count unchanged in Q3 2022.
  • Global X SuperDividend ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #227 holding.
  • Milestone Wealth first reported a position in Global X SuperDividend ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Global X SuperDividend ETF position peaked at $3K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.