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

NewEdge 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
2024 Q1	–	Sell	-9,350	Closed	-$211K	–	842
2023 Q4	$211K	Buy	+9,350	New	+$200K	0.01%	700

Other funds holding SDIV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

NewEdge Wealth's SDIV Position: Q1 2024 in Review

NewEdge Wealth sold out of Global X SuperDividend ETF (SDIV) in Q1 2024, closing a stake of 9,350 shares — an estimated $211K sold.

NewEdge Wealth first reported a position in SDIV in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 87 funds tracked by Wall St. Rank hold SDIV as of Q1 2024.

NewEdge Wealth reported no remaining Global X SuperDividend ETF position as of Q1 2024 after selling out during the quarter.
NewEdge Wealth sold 9,350 Global X SuperDividend ETF shares in Q1 2024, an estimated $211K.
NewEdge Wealth first reported a position in Global X SuperDividend ETF in Q4 2023 and held it in 1 quarter.
NewEdge Wealth's Global X SuperDividend ETF position peaked at $211K in Q4 2023.
87 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.