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PRW Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-18,660
Closed -$373K – 142
2021
Q2 		$373K Buy
+18,660
New +$373K 0.11% 185

Other funds holding DIV

AWM
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PRW Wealth Management's DIV Position: Q3 2021 in Review

PRW Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q3 2021, closing a stake of 18,660 shares — an estimated $373K sold.

PRW Wealth Management first reported a position in DIV in Q2 2021 and held it in 1 quarter. The position peaked at $373K in Q2 2021. 91 funds tracked by Wall St. Rank hold DIV as of Q3 2021.

  • PRW Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 18,660 Global X SuperDividend US ETF shares in Q3 2021, an estimated $373K.
  • PRW Wealth Management first reported a position in Global X SuperDividend US ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Global X SuperDividend US ETF position peaked at $373K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.