Naviter Wealth’s Global X SuperDividend US ETF DIV Stock Holding History

Naviter Wealth’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 Q3	–	Sell	-11,274	Closed	-$188K	–	219
2023 Q2	$188K	Buy	+11,274	New	+$189K	0.05%	217

Other funds holding DIV

AWM

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFP

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Naviter Wealth's DIV Position: Q3 2023 in Review

Naviter Wealth sold out of Global X SuperDividend US ETF (DIV) in Q3 2023, closing a stake of 11,274 shares — an estimated $188K sold.

Naviter Wealth first reported a position in DIV in Q2 2023 and held it in 1 quarter. The position peaked at $188K in Q2 2023. 110 funds tracked by Wall St. Rank hold DIV as of Q3 2023.

Naviter Wealth reported no remaining Global X SuperDividend US ETF position as of Q3 2023 after selling out during the quarter.
Naviter Wealth sold 11,274 Global X SuperDividend US ETF shares in Q3 2023, an estimated $188K.
Naviter Wealth first reported a position in Global X SuperDividend US ETF in Q2 2023 and held it in 1 quarter.
Naviter Wealth's Global X SuperDividend US ETF position peaked at $188K in Q2 2023.
110 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.