Realta Investment Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Realta Investment 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	-3,142	Closed	-$54.2K	–	429
2024 Q2	$54.2K	Buy	+3,142	New	+$54K	0.01%	531
2019 Q3	–	Sell	-125	Closed	-$3K	–	1638
2019 Q2	$3K	Buy	+125	New	+$2.88K	﹤0.01%	1475

Other funds holding DIV

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Realta Investment Advisors's DIV Position: Q3 2024 in Review

Realta Investment Advisors sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 3,142 shares — an estimated $54.2K sold.

Realta Investment Advisors first reported a position in DIV in Q2 2019 and held it in 2 quarters. The position peaked at $54.2K in Q2 2024. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

Realta Investment Advisors reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 3,142 Global X SuperDividend US ETF shares in Q3 2024, an estimated $54.2K.
Realta Investment Advisors first reported a position in Global X SuperDividend US ETF in Q2 2019 and held it in 2 quarters.
Realta Investment Advisors's Global X SuperDividend US ETF position peaked at $54.2K in Q2 2024.
109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.