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Patriot Financial Group Insurance Agency’s Global X SuperDividend ETF SDIV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-762
Closed -$21K – 1671
2022
Q2 		$21K Sell
762
-141
-16% -$4.4K ﹤0.01% 993
2022
Q1 		$31K Hold
903
– – 0.01% 936
2021
Q4 		$33K Buy
903
+6
+0.7% +$230 0.01% 1025
2021
Q3 		$36K Buy
897
+5
+0.6% +$202 0.01% 997
2021
Q2 		$38K Buy
892
+5
+0.6% +$213 0.01% 936
2021
Q1 		$37K Sell
887
-351
-28% -$14.2K 0.01% 878
2020
Q4 		$48K Sell
1,238
-434
-26% -$15.4K 0.01% 701
2020
Q3 		$54K Sell
1,672
-227
-12% -$7.62K 0.02% 525
2020
Q2 		$63K Sell
1,899
-3,166
-63% -$98.2K 0.02% 460
2020
Q1 		$142K Buy
5,065
+457
+10% +$20.8K 0.06% 264
2019
Q4 		$245K Sell
4,608
-622
-12% -$32K 0.09% 194
2019
Q3 		$266K Sell
5,230
-357
-6% -$18K 0.12% 159
2019
Q2 		$288K Buy
5,587
+148
+3% +$7.76K 0.12% 140
2019
Q1 		$297K Sell
5,439
-529
-9% -$29.4K 0.15% 123
2018
Q4 		$306K Sell
5,968
-854
-13% -$48.4K 0.2% 87
2018
Q3 		$418K Buy
6,822
+2,487
+57% +$155K 0.25% 61
2018
Q2 		$273K Buy
4,335
+153
+4% +$9.56K 0.29% 59
2018
Q1 		$256K Buy
4,182
+318
+8% +$20.4K 0.19% 112
2017
Q4 		$256K Buy
3,864
+252
+7% +$16.4K 0.19% 106
2017
Q3 		$239K Buy
3,612
+679
+23% +$44.3K 0.21% 93
2017
Q2 		$188K Sell
2,933
-52
-2% -$3.35K 0.2% 102
2017
Q1 		$189K Buy
2,985
+384
+15% +$24.5K 0.2% 93
2016
Q4 		$166K Buy
+2,601
New +$160K 0.23% 98

Other funds holding SDIV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SDIV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X SuperDividend ETF (SDIV) in Q3 2022, closing a stake of 762 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in SDIV in Q4 2016 and held it in 23 quarters. The position peaked at $418K in Q3 2018. 111 funds tracked by Wall St. Rank hold SDIV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Global X SuperDividend ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 762 Global X SuperDividend ETF shares in Q3 2022, an estimated $21K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X SuperDividend ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Global X SuperDividend ETF position peaked at $418K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.