SWM
QDEF icon

Selective Wealth Management’s Northern Trust Quality Dividend Defensive ETF QDEF Stock Holding History

Selective Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-239
Closed -$14K – 784
2021
Q4 		$14K Buy
+239
New +$13.5K 0.01% 456

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Selective Wealth Management's QDEF Position: Q1 2022 in Review

Selective Wealth Management sold out of Northern Trust Quality Dividend Defensive ETF (QDEF) in Q1 2022, closing a stake of 239 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in QDEF in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 78 funds tracked by Wall St. Rank hold QDEF as of Q1 2022.

  • Selective Wealth Management reported no remaining Northern Trust Quality Dividend Defensive ETF position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 239 Northern Trust Quality Dividend Defensive ETF shares in Q1 2022, an estimated $14K.
  • Selective Wealth Management first reported a position in Northern Trust Quality Dividend Defensive ETF in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's Northern Trust Quality Dividend Defensive ETF position peaked at $14K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Northern Trust Quality Dividend Defensive ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.