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Sightline Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Sightline Wealth Advisors’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
2021
Q1 		– Sell
-108,316
Closed -$963K – 53
2020
Q4 		$963K Buy
+108,316
New +$1.75M 0.95% 15

Other funds holding DIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Sightline Wealth Advisors's DIV Position: Q1 2021 in Review

Sightline Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q1 2021, closing a stake of 108,316 shares — an estimated $963K sold.

Sightline Wealth Advisors first reported a position in DIV in Q4 2020 and held it in 1 quarter. The position peaked at $963K in Q4 2020. 80 funds tracked by Wall St. Rank hold DIV as of Q1 2021.

  • Sightline Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q1 2021 after selling out during the quarter.
  • Sightline Wealth Advisors sold 108,316 Global X SuperDividend US ETF shares in Q1 2021, an estimated $963K.
  • Sightline Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q4 2020 and held it in 1 quarter.
  • Sightline Wealth Advisors's Global X SuperDividend US ETF position peaked at $963K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2021.

Based on Sightline Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.