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Next Financial Group’s Global X SuperDividend US ETF DIV Stock Holding History

Next Financial Group’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
2021
Q4 		$268K Buy
12,843
+2,865
+29% +$58.2K 0.02% 782
2021
Q3 		$194K Buy
9,978
+1,834
+23% +$36.3K 0.02% 851
2021
Q2 		$163K Buy
8,144
+1,395
+21% +$27.9K 0.01% 905
2021
Q1 		$131K Buy
6,749
+3,162
+88% +$58K 0.01% 916
2020
Q4 		$61K Buy
3,587
+138
+4% +$2.23K 0.01% 1138
2020
Q3 		$52K Buy
+3,449
New +$53.5K 0.01% 1091
2020
Q2 		– Sell
-3,890
Closed -$50K – 894
2020
Q1 		$50K Buy
3,890
+349
+10% +$7.12K 0.01% 994
2019
Q4 		$85K Sell
3,541
-16,381
-82% -$383K 0.01% 1010
2019
Q3 		$470K Buy
19,922
+676
+4% +$15.4K 0.05% 375
2019
Q2 		$436K Buy
19,246
+329
+2% +$7.58K 0.05% 379
2019
Q1 		$451K Buy
18,917
+2,639
+16% +$62.6K 0.11% 138
2018
Q4 		$365K Hold
16,278
– – 0.08% 268
2018
Q3 		$411K Hold
16,278
– – 0.19% 112
2018
Q2 		$408K Hold
16,278
– – 0.16% 155
2018
Q1 		$391K Hold
16,278
– – 0.08% 251
2017
Q4 		$417K Buy
16,278
+8,800
+118% +$224K 0.18% 153
2017
Q3 		$191K Buy
7,478
+1,870
+33% +$47.3K 0.05% 329
2017
Q2 		$142K Hold
5,608
– – 0.03% 448
2017
Q1 		$143K Sell
5,608
-8,800
-61% -$221K 0.04% 393
2016
Q4 		$356K Hold
14,408
– – 0.06% 324
2016
Q3 		$358K Buy
14,408
+8,800
+157% +$223K 0.06% 315
2016
Q2 		$143K Hold
5,608
– – 0.05% 372
2016
Q1 		$139K Hold
5,608
– – 0.05% 350
2015
Q4 		$134K Buy
5,608
+1,125
+25% +$27.5K 0.05% 350
2015
Q3 		$107K Hold
4,483
– – 0.04% 412
2015
Q2 		$118K Hold
4,483
– – 0.04% 421
2015
Q1 		$127K Hold
4,483
– – 0.04% 408
2014
Q4 		$130K Buy
4,483
+918
+26% +$26.7K 0.04% 381
2014
Q3 		$104K Hold
3,565
– – 0.02% 646
2014
Q2 		$102K Buy
+3,565
New +$100K 0.05% 234

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's DIV Position: Q4 2021 in Review

Next Financial Group increased its Global X SuperDividend US ETF (DIV) stake by 29% in Q4 2021, buying an estimated $58.2K and bringing the position to 12,843 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #782.

Next Financial Group first reported a position in DIV in Q2 2014 and has held it in 30 quarters since. The position peaked at $470K in Q3 2019. 100 funds tracked by Wall St. Rank hold DIV as of Q4 2021.

  • Next Financial Group held 12,843 shares of Global X SuperDividend US ETF worth $268K as of Q4 2021.
  • Next Financial Group bought 2,865 Global X SuperDividend US ETF shares in Q4 2021, an estimated $58.2K.
  • Global X SuperDividend US ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #782 holding.
  • Next Financial Group first reported a position in Global X SuperDividend US ETF in Q2 2014 and has held it in 30 quarters since.
  • Next Financial Group's Global X SuperDividend US ETF position peaked at $470K in Q3 2019.
  • 100 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.