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Pinnacle Holdings’s Global X SuperDividend US ETF DIV Stock Holding History

Pinnacle Holdings’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
2024
Q3 		– Sell
-3,895
Closed -$67.2K – 241
2024
Q2 		$67.2K Hold
3,895
– – 0.03% 186
2024
Q1 		$67.7K Buy
+3,895
New +$66K 0.03% 179

Other funds holding DIV

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Pinnacle Holdings's DIV Position: Q3 2024 in Review

Pinnacle Holdings sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 3,895 shares — an estimated $67.2K sold.

Pinnacle Holdings first reported a position in DIV in Q1 2024 and held it in 2 quarters. The position peaked at $67.7K in Q1 2024. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

  • Pinnacle Holdings reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Holdings sold 3,895 Global X SuperDividend US ETF shares in Q3 2024, an estimated $67.2K.
  • Pinnacle Holdings first reported a position in Global X SuperDividend US ETF in Q1 2024 and held it in 2 quarters.
  • Pinnacle Holdings's Global X SuperDividend US ETF position peaked at $67.7K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Pinnacle Holdings's 13F filing for Q3 2024, filed 12 Nov 2024.