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Retirement Financial Solutions’s Global X SuperDividend US ETF DIV Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-587
Closed -$11K – 72
2022
Q4 		$11K Buy
+587
New +$11.1K 0.01% 131

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Wells Fargo
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Retirement Financial Solutions's DIV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Global X SuperDividend US ETF (DIV) in Q1 2023, closing a stake of 587 shares — an estimated $11K sold.

Retirement Financial Solutions first reported a position in DIV in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 103 funds tracked by Wall St. Rank hold DIV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Global X SuperDividend US ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 587 Global X SuperDividend US ETF shares in Q1 2023, an estimated $11K.
  • Retirement Financial Solutions first reported a position in Global X SuperDividend US ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Global X SuperDividend US ETF position peaked at $11K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.