Money Concepts Capital’s Global X SuperDividend US ETF DIV Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-12,619	Closed	-$237K	–	1056
2022 Q4	$237K	Buy	12,619 +11,655	+1,209%	+$220K	0.01%	619
2022 Q3	$17K	Buy	+964	New	+$19.1K	﹤0.01%	947
2022 Q2	–	Sell	-6,330	Closed	-$134K	–	1708
2022 Q1	$134K	Buy	+6,330	New	+$131K	0.01%	890

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Money Concepts Capital's DIV Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 12,619 shares — an estimated $237K sold.

Money Concepts Capital first reported a position in DIV in Q1 2022 and held it in 3 quarters. The position peaked at $237K in Q4 2022. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

Money Concepts Capital reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 12,619 Global X SuperDividend US ETF shares in Q1 2023, an estimated $237K.
Money Concepts Capital first reported a position in Global X SuperDividend US ETF in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Global X SuperDividend US ETF position peaked at $237K in Q4 2022.
103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.