Samalin Investment Counsel’s Global X SuperDividend ETF SDIV Stock Holding History

Samalin Investment Counsel’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 Q2	–	Sell	-9,757	Closed	-$225K	–	287
2023 Q1	$225K	Sell	9,757 -8,918	-48%	-$219K	0.14%	206
2022 Q4	$449K	Sell	18,675 -1,671	-8%	-$40.1K	0.28%	110
2022 Q3	$460K	Buy	20,346 +1,637	+9%	+$43.7K	0.34%	90
2022 Q2	$521K	Buy	18,709 +5,107	+38%	+$159K	0.37%	75
2022 Q1	$468K	Buy	13,602 +2,565	+23%	+$90.8K	0.28%	105
2021 Q4	$406K	Buy	11,037 +824	+8%	+$31.6K	0.24%	127
2021 Q3	$405K	Buy	10,213 +1,158	+13%	+$46.7K	0.26%	121
2021 Q2	$384K	Sell	9,055 -918	-9%	-$39.2K	0.25%	138
2021 Q1	$415K	Buy	9,973 +908	+10%	+$36.7K	0.28%	113
2020 Q4	$349K	Buy	9,065 +4,036	+80%	+$143K	0.26%	132
2020 Q3	$162K	Sell	5,029 -4,105	-45%	-$138K	0.14%	181
2020 Q2	$301K	Buy	9,134 +4,877	+115%	+$151K	0.32%	103
2020 Q1	$119K	Buy	4,257 +94	+2%	+$4.28K	0.16%	128
2019 Q4	$220K	Buy	+4,163	New	+$214K	0.18%	143

Other funds holding SDIV

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Samalin Investment Counsel's SDIV Position: Q2 2023 in Review

Samalin Investment Counsel sold out of Global X SuperDividend ETF (SDIV) in Q2 2023, closing a stake of 9,757 shares — an estimated $225K sold.

Samalin Investment Counsel first reported a position in SDIV in Q4 2019 and held it in 14 quarters. The position peaked at $521K in Q2 2022. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2023.

Samalin Investment Counsel reported no remaining Global X SuperDividend ETF position as of Q2 2023 after selling out during the quarter.
Samalin Investment Counsel sold 9,757 Global X SuperDividend ETF shares in Q2 2023, an estimated $225K.
Samalin Investment Counsel first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 14 quarters.
Samalin Investment Counsel's Global X SuperDividend ETF position peaked at $521K in Q2 2022.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.