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Prospera Financial Services’s Global X SuperDividend US ETF DIV Stock Holding History

Prospera Financial Services’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
2023
Q1 		– Sell
-10,579
Closed -$199K – 968
2022
Q4 		$199K Hold
10,579
– – 0.01% 847
2022
Q3 		$187K Hold
10,579
– – 0.01% 785
2022
Q2 		$206K Sell
10,579
-3,422
-24% -$70.1K 0.01% 728
2022
Q1 		$296K Sell
14,001
-1,227
-8% -$25.3K 0.01% 747
2021
Q4 		$317K Buy
15,228
+3,529
+30% +$71.7K 0.01% 692
2021
Q3 		$227K Buy
11,699
+48
+0.4% +$949 0.01% 733
2021
Q2 		$232K Sell
11,651
-3,054
-21% -$61K 0.01% 725
2021
Q1 		$285K Buy
14,705
+929
+7% +$17.1K 0.02% 635
2020
Q4 		$232K Buy
13,776
+11,276
+451% +$183K 0.02% 608
2020
Q3 		$38K Buy
+2,500
New +$38.8K 0.01% 704
2020
Q1 		– Sell
-9,735
Closed -$231K – 537
2019
Q4 		$231K Sell
9,735
-3,605
-27% -$84.4K 0.02% 536
2019
Q3 		$314K Hold
13,340
– – 0.03% 419
2019
Q2 		$302K Buy
13,340
+215
+2% +$4.96K 0.03% 400
2019
Q1 		$315K Hold
13,125
– – 0.1% 240
2018
Q4 		$294K Buy
13,125
+2,037
+18% +$49.4K 0.06% 284
2018
Q3 		$278K Hold
11,088
– – 0.05% 325
2018
Q2 		$278K Hold
11,088
– – 0.04% 363
2018
Q1 		$266K Buy
+11,088
New +$273K 0.04% 363

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Prospera Financial Services's DIV Position: Q1 2023 in Review

Prospera Financial Services sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 10,579 shares — an estimated $199K sold.

Prospera Financial Services first reported a position in DIV in Q1 2018 and held it in 18 quarters. The position peaked at $317K in Q4 2021. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

  • Prospera Financial Services reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 10,579 Global X SuperDividend US ETF shares in Q1 2023, an estimated $199K.
  • Prospera Financial Services first reported a position in Global X SuperDividend US ETF in Q1 2018 and held it in 18 quarters.
  • Prospera Financial Services's Global X SuperDividend US ETF position peaked at $317K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.