Prevail Innovative Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Prevail Innovative Wealth Advisors’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	-66,330	Closed	-$1.14M	–	170
2024 Q2	$1.14M	Buy	66,330 +9,689	+17%	+$167K	0.4%	86
2024 Q1	$985K	Buy	56,641 +11,681	+26%	+$198K	0.37%	95
2023 Q4	$772K	Buy	44,960 +15,212	+51%	+$248K	0.37%	78
2023 Q3	$482K	Buy	29,748 +12,453	+72%	+$209K	0.25%	86
2023 Q2	$289K	Buy	+17,295	New	+$291K	0.16%	85

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Prevail Innovative Wealth Advisors's DIV Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 66,330 shares — an estimated $1.14M sold.

Prevail Innovative Wealth Advisors first reported a position in DIV in Q2 2023 and held it in 5 quarters. The position peaked at $1.14M in Q2 2024. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

Prevail Innovative Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 66,330 Global X SuperDividend US ETF shares in Q3 2024, an estimated $1.14M.
Prevail Innovative Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q2 2023 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's Global X SuperDividend US ETF position peaked at $1.14M in Q2 2024.
109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.