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Orion Portfolio Solutions’s Global X SuperDividend ETF SDIV Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2,767
Closed -$91K – 1755
2020
Q2 		$91K Sell
2,767
-81
-3% -$2.51K ﹤0.01% 569
2020
Q1 		$80K Buy
2,848
+819
+40% +$37.2K 0.01% 492
2019
Q4 		$108K Buy
+2,029
New +$105K 0.01% 404

Other funds holding SDIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's SDIV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X SuperDividend ETF (SDIV) in Q3 2020, closing a stake of 2,767 shares — an estimated $91K sold.

Orion Portfolio Solutions first reported a position in SDIV in Q4 2019 and held it in 3 quarters. The position peaked at $108K in Q4 2019. 96 funds tracked by Wall St. Rank hold SDIV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Global X SuperDividend ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,767 Global X SuperDividend ETF shares in Q3 2020, an estimated $91K.
  • Orion Portfolio Solutions first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Global X SuperDividend ETF position peaked at $108K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.