Retirement Group’s Global X SuperDividend ETF SDIV Stock Holding History

Retirement Group’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
2024 Q1	$63.1K	Sell	2,915 -532	-15%	-$11.5K	0.02%	208
2023 Q4	$77.7K	Hold	3,447	–	–	0.03%	173
2023 Q3	$75.5K	Buy	3,447 +1,082	+46%	+$24.4K	0.03%	166
2023 Q2	$53.4K	Hold	2,365	–	–	0.02%	194
2023 Q1	$54K	Hold	2,365	–	–	0.02%	183
2022 Q4	$57K	Buy	+2,365	New	+$56.8K	0.03%	170
2022 Q3	–	Sell	-2,367	Closed	-$66K	–	745
2022 Q2	$66K	Hold	2,367	–	–	0.03%	186
2022 Q1	$81K	Hold	2,367	–	–	0.03%	187
2021 Q4	$87K	Buy	2,367 +834	+54%	+$32K	0.04%	176
2021 Q3	$61K	Buy	1,533 +133	+10%	+$5.36K	0.03%	208
2021 Q2	$59K	Buy	+1,400	New	+$59.7K	0.03%	222

Other funds holding SDIV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Retirement Group's SDIV Position: Q1 2024 in Review

Retirement Group reduced its Global X SuperDividend ETF (SDIV) stake by 15% in Q1 2024, selling an estimated $11.5K and leaving 2,915 shares worth $63.1K. The position accounts for 0.02% of the portfolio, ranked #208.

Retirement Group first reported a position in SDIV in Q2 2021 and has held it in 11 quarters since. The position peaked at $87K in Q4 2021. 87 funds tracked by Wall St. Rank hold SDIV as of Q1 2024.

Retirement Group held 2,915 shares of Global X SuperDividend ETF worth $63.1K as of Q1 2024.
Retirement Group sold 532 Global X SuperDividend ETF shares in Q1 2024, an estimated $11.5K.
Global X SuperDividend ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #208 holding.
Retirement Group first reported a position in Global X SuperDividend ETF in Q2 2021 and has held it in 11 quarters since.
Retirement Group's Global X SuperDividend ETF position peaked at $87K in Q4 2021.
87 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.