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

Regal 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
2019 Q3	–	Sell	-5,112	Closed	-$264K	–	335
2019 Q2	$264K	Sell	5,112 -7,450	-59%	-$391K	0.05%	264
2019 Q1	$686K	Sell	12,562 -41	-0.3%	-$2.28K	0.14%	154
2018 Q4	$647K	Sell	12,603 -263	-2%	-$14.9K	0.14%	161
2018 Q3	$788K	Buy	12,866 +4,130	+47%	+$257K	0.17%	150
2018 Q2	$550K	Sell	8,736 -1,405	-14%	-$87.8K	0.17%	154
2018 Q1	$630K	Sell	10,141 -1,911	-16%	-$122K	0.14%	158
2017 Q4	$787K	Buy	12,052 +724	+6%	+$47K	0.18%	139
2017 Q3	$748K	Buy	11,328 +775	+7%	+$50.6K	0.17%	142
2017 Q2	$686K	Buy	10,553 +509	+5%	+$32.8K	0.17%	143
2017 Q1	$646K	Buy	+10,044	New	+$641K	0.17%	147
2015 Q4	–	Sell	-1,433	Closed	-$84K	–	767
2015 Q3	$84K	Buy	+1,433	New	+$90.4K	0.02%	374
2015 Q2	–	Sell	-187	Closed	-$13K	–	1005
2015 Q1	$13K	Buy	187 +130	+228%	+$9.07K	﹤0.01%	641
2014 Q4	$4K	Buy	+57	New	+$4.04K	﹤0.01%	778

Other funds holding SDIV

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Regal Investment Advisors's SDIV Position: Q3 2019 in Review

Regal Investment Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2019, closing a stake of 5,112 shares — an estimated $264K sold.

Regal Investment Advisors first reported a position in SDIV in Q4 2014 and held it in 13 quarters. The position peaked at $788K in Q3 2018. 91 funds tracked by Wall St. Rank hold SDIV as of Q3 2019.

Regal Investment Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2019 after selling out during the quarter.
Regal Investment Advisors sold 5,112 Global X SuperDividend ETF shares in Q3 2019, an estimated $264K.
Regal Investment Advisors first reported a position in Global X SuperDividend ETF in Q4 2014 and held it in 13 quarters.
Regal Investment Advisors's Global X SuperDividend ETF position peaked at $788K in Q3 2018.
91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.