PA
SDIV icon

PFG Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

PFG Advisors’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
2023
Q4 		– Sell
-10,362
Closed -$227K – 630
2023
Q3 		$227K Sell
10,362
-263
-2% -$5.93K 0.02% 542
2023
Q2 		$240K Buy
10,625
+1,638
+18% +$36.4K 0.02% 595
2023
Q1 		$207K Buy
8,987
+634
+8% +$15.5K 0.02% 603
2022
Q4 		$201K Buy
8,353
+3,217
+63% +$77.2K 0.02% 534
2022
Q3 		$116K Buy
5,136
+1,432
+39% +$38.3K 0.01% 505
2022
Q2 		$103K Buy
3,704
+326
+10% +$10.2K 0.01% 386
2022
Q1 		$116K Sell
3,378
-365
-10% -$12.9K 0.01% 405
2021
Q4 		$138K Sell
3,743
-66
-2% -$2.53K 0.01% 515
2021
Q3 		$151K Buy
+3,809
New +$154K 0.02% 494

Other funds holding SDIV

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Advisors's SDIV Position: Q4 2023 in Review

PFG Advisors sold out of Global X SuperDividend ETF (SDIV) in Q4 2023, closing a stake of 10,362 shares — an estimated $227K sold.

PFG Advisors first reported a position in SDIV in Q3 2021 and held it in 9 quarters. The position peaked at $240K in Q2 2023. 91 funds tracked by Wall St. Rank hold SDIV as of Q4 2023.

  • PFG Advisors reported no remaining Global X SuperDividend ETF position as of Q4 2023 after selling out during the quarter.
  • PFG Advisors sold 10,362 Global X SuperDividend ETF shares in Q4 2023, an estimated $227K.
  • PFG Advisors first reported a position in Global X SuperDividend ETF in Q3 2021 and held it in 9 quarters.
  • PFG Advisors's Global X SuperDividend ETF position peaked at $240K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2023.

Based on PFG Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.