RJT
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Raymond James Trust’s Global X SuperDividend ETF SDIV Stock Holding History

Raymond James Trust’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
2022
Q3 		– Sell
-4,267
Closed -$119K – 1109
2022
Q2 		$119K Hold
4,267
– – ﹤0.01% 1046
2022
Q1 		$147K Buy
+4,267
New +$151K ﹤0.01% 1120

Other funds holding SDIV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Trust's SDIV Position: Q3 2022 in Review

Raymond James Trust sold out of Global X SuperDividend ETF (SDIV) in Q3 2022, closing a stake of 4,267 shares — an estimated $119K sold.

Raymond James Trust first reported a position in SDIV in Q1 2022 and held it in 2 quarters. The position peaked at $147K in Q1 2022. 111 funds tracked by Wall St. Rank hold SDIV as of Q3 2022.

  • Raymond James Trust reported no remaining Global X SuperDividend ETF position as of Q3 2022 after selling out during the quarter.
  • Raymond James Trust sold 4,267 Global X SuperDividend ETF shares in Q3 2022, an estimated $119K.
  • Raymond James Trust first reported a position in Global X SuperDividend ETF in Q1 2022 and held it in 2 quarters.
  • Raymond James Trust's Global X SuperDividend ETF position peaked at $147K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2022.

Based on Raymond James Trust's 13F filing for Q3 2022, filed 31 Oct 2022.