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

Realta Investment Advisors’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
2020
Q1 		– Sell
-133
Closed -$7K – 1189
2019
Q4 		$7K Hold
133
– – ﹤0.01% 1254
2019
Q3 		$7K Sell
133
-167
-56% -$8.41K ﹤0.01% 1233
2019
Q2 		$16K Buy
+300
New +$15.7K ﹤0.01% 1018

Other funds holding SDIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Realta Investment Advisors's SDIV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Global X SuperDividend ETF (SDIV) in Q1 2020, closing a stake of 133 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in SDIV in Q2 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 107 funds tracked by Wall St. Rank hold SDIV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Global X SuperDividend ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 133 Global X SuperDividend ETF shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Global X SuperDividend ETF in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Global X SuperDividend ETF position peaked at $16K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.