NRI
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NFP Retirement Inc’s Global X SuperDividend US ETF DIV Stock Holding History

NFP Retirement Inc’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
2022
Q4 		– Sell
-29,701
Closed -$524K – 241
2022
Q3 		$524K Sell
29,701
-5,301
-15% -$105K 0.13% 136
2022
Q2 		$681K Sell
35,002
-11,208
-24% -$230K 0.17% 105
2022
Q1 		$975K Buy
46,210
+6,463
+16% +$134K 0.23% 84
2021
Q4 		$828K Sell
39,747
-11,248
-22% -$228K 0.3% 54
2021
Q3 		$991K Sell
50,995
-12,571
-20% -$249K 0.4% 46
2021
Q2 		$1.27M Sell
63,566
-5,731
-8% -$114K 0.49% 42
2021
Q1 		$1.34M Sell
69,297
-3,208
-4% -$58.9K 0.58% 40
2020
Q4 		$1.22M Buy
72,505
+4,367
+6% +$70.7K 0.76% 36
2020
Q3 		$1.03M Buy
68,138
+3,269
+5% +$50.7K 0.68% 43
2020
Q2 		$973K Buy
64,869
+49,189
+314% +$721K 0.71% 39
2020
Q1 		$202K Buy
15,680
+4,140
+36% +$84.5K 0.2% 77
2019
Q4 		$273K Buy
+11,540
New +$270K 0.25% 69

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NFP Retirement Inc's DIV Position: Q4 2022 in Review

NFP Retirement Inc sold out of Global X SuperDividend US ETF (DIV) in Q4 2022, closing a stake of 29,701 shares — an estimated $524K sold.

NFP Retirement Inc first reported a position in DIV in Q4 2019 and held it in 12 quarters. The position peaked at $1.34M in Q1 2021. 111 funds tracked by Wall St. Rank hold DIV as of Q4 2022.

  • NFP Retirement Inc reported no remaining Global X SuperDividend US ETF position as of Q4 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 29,701 Global X SuperDividend US ETF shares in Q4 2022, an estimated $524K.
  • NFP Retirement Inc first reported a position in Global X SuperDividend US ETF in Q4 2019 and held it in 12 quarters.
  • NFP Retirement Inc's Global X SuperDividend US ETF position peaked at $1.34M in Q1 2021.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2022.

Based on NFP Retirement Inc's 13F filing for Q4 2022, filed 13 Feb 2025.