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

Next Financial Group’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
2021 Q4	$61K	Hold	1,652	–	–	﹤0.01%	1392
2021 Q3	$66K	Hold	1,652	–	–	0.01%	1295
2021 Q2	$70K	Buy	1,652 +1,219	+282%	+$52K	0.01%	1254
2021 Q1	$18K	Hold	433	–	–	﹤0.01%	1691
2020 Q4	$17K	Hold	433	–	–	﹤0.01%	1614
2020 Q3	$14K	Buy	+433	New	+$14.5K	﹤0.01%	1530
2020 Q2	–	Sell	-367	Closed	-$10K	–	1663
2020 Q1	$10K	Hold	367	–	–	﹤0.01%	1533
2019 Q4	$19K	Sell	367 -9,741	-96%	-$502K	﹤0.01%	1548
2019 Q3	$515K	Hold	10,108	–	–	0.06%	349
2019 Q2	$522K	Sell	10,108 -200	-2%	-$10.5K	0.06%	333
2019 Q1	$563K	Sell	10,308 -64	-0.6%	-$3.56K	0.14%	96
2018 Q4	$532K	Buy	10,372 +64	+0.6%	+$3.62K	0.11%	213
2018 Q3	$631K	Hold	10,308	–	–	0.29%	72
2018 Q2	$648K	Hold	10,308	–	–	0.25%	103
2018 Q1	$640K	Hold	10,308	–	–	0.14%	178
2017 Q4	$674K	Buy	10,308 +3,980	+63%	+$258K	0.29%	107
2017 Q3	$425K	Buy	6,328 +553	+10%	+$36.1K	0.12%	187
2017 Q2	$376K	Hold	5,775	–	–	0.09%	230
2017 Q1	$375K	Sell	5,775 -3,980	-41%	-$254K	0.1%	202
2016 Q4	$609K	Buy	9,755 +1,596	+20%	+$98.3K	0.11%	218
2016 Q3	$526K	Buy	8,159 +4,146	+103%	+$266K	0.09%	229
2016 Q2	$250K	Hold	4,013	–	–	0.08%	254
2016 Q1	$243K	Hold	4,013	–	–	0.09%	239
2015 Q4	$237K	Buy	4,013 +459	+13%	+$27.8K	0.09%	237
2015 Q3	$209K	Hold	3,554	–	–	0.07%	273
2015 Q2	$236K	Hold	3,554	–	–	0.08%	265
2015 Q1	$246K	Hold	3,554	–	–	0.08%	273
2014 Q4	$246K	Sell	3,554 -1,199	-25%	-$85.1K	0.08%	270
2014 Q3	$342K	Buy	4,753 +431	+10%	+$33K	0.07%	319
2014 Q2	$326K	Buy	+4,322	New	+$327K	0.17%	114

Other funds holding SDIV

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Next Financial Group held its Global X SuperDividend ETF (SDIV) position steady in Q4 2021 at 1,652 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Next Financial Group first reported a position in SDIV in Q2 2014 and has held it in 30 quarters since. The position peaked at $674K in Q4 2017. 117 funds tracked by Wall St. Rank hold SDIV as of Q4 2021.

Next Financial Group held 1,652 shares of Global X SuperDividend ETF worth $61K as of Q4 2021.
Next Financial Group left its Global X SuperDividend ETF share count unchanged in Q4 2021.
Global X SuperDividend ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1392 holding.
Next Financial Group first reported a position in Global X SuperDividend ETF in Q2 2014 and has held it in 30 quarters since.
Next Financial Group's Global X SuperDividend ETF position peaked at $674K in Q4 2017.
117 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2021.

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