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

Naples Global 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
2019 Q3	–	Sell	-5,351	Closed	-$276K	–	318
2019 Q2	$276K	Sell	5,351 -150	-3%	-$7.87K	0.07%	273
2019 Q1	$300K	Sell	5,501 -33	-0.6%	-$1.84K	0.08%	251
2018 Q4	$306K	Buy	5,534 +1,980	+56%	+$112K	0.09%	246
2018 Q3	$218K	Sell	3,554 -67	-2%	-$4.17K	0.06%	281
2018 Q2	$228K	Buy	+3,621	New	+$226K	0.06%	281

Other funds holding SDIV

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Naples Global Advisors's SDIV Position: Q3 2019 in Review

Naples Global Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2019, closing a stake of 5,351 shares — an estimated $276K sold.

Naples Global Advisors first reported a position in SDIV in Q2 2018 and held it in 5 quarters. The position peaked at $306K in Q4 2018. 91 funds tracked by Wall St. Rank hold SDIV as of Q3 2019.

Naples Global Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2019 after selling out during the quarter.
Naples Global Advisors sold 5,351 Global X SuperDividend ETF shares in Q3 2019, an estimated $276K.
Naples Global Advisors first reported a position in Global X SuperDividend ETF in Q2 2018 and held it in 5 quarters.
Naples Global Advisors's Global X SuperDividend ETF position peaked at $306K in Q4 2018.
91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2019.

Based on Naples Global Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.