RVW Wealth’s Global X SuperDividend ETF SDIV Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-7,359	Closed	-$161K	–	324
2023 Q3	$161K	Hold	7,359	–	–	0.02%	148
2023 Q2	$166K	Sell	7,359 -37,248	-84%	-$828K	0.02%	150
2023 Q1	$1.03M	Sell	44,607 -7,822	-15%	-$192K	0.13%	74
2022 Q4	$1.26M	Buy	52,429 +1,399	+3%	+$33.6K	0.16%	64
2022 Q3	$1.15M	Buy	+51,030	New	+$1.36M	0.16%	69

Other funds holding SDIV

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RVW Wealth's SDIV Position: Q4 2023 in Review

RVW Wealth sold out of Global X SuperDividend ETF (SDIV) in Q4 2023, closing a stake of 7,359 shares — an estimated $161K sold.

RVW Wealth first reported a position in SDIV in Q3 2022 and held it in 5 quarters. The position peaked at $1.26M in Q4 2022. 91 funds tracked by Wall St. Rank hold SDIV as of Q4 2023.

RVW Wealth reported no remaining Global X SuperDividend ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 7,359 Global X SuperDividend ETF shares in Q4 2023, an estimated $161K.
RVW Wealth first reported a position in Global X SuperDividend ETF in Q3 2022 and held it in 5 quarters.
RVW Wealth's Global X SuperDividend ETF position peaked at $1.26M in Q4 2022.
91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.