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Simplicity Solutions’s Global X SuperDividend US ETF DIV Stock Holding History

Simplicity Solutions’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
-922,813
Closed -$15.5M – 581
2020
Q4 		$15.5M Sell
922,813
-79,054
-8% -$1.28M 0.23% 96
2020
Q3 		$15.1M Sell
1,001,867
-177,060
-15% -$2.74M 0.28% 74
2020
Q2 		$17.7M Buy
1,178,927
+34,232
+3% +$502K 0.35% 65
2020
Q1 		$14.7M Sell
1,144,695
-267,585
-19% -$5.46M 0.45% 46
2019
Q4 		$33.5M Buy
1,412,280
+156,701
+12% +$3.67M 1.02% 22
2019
Q3 		$29.6M Buy
1,255,579
+6,158
+0.5% +$141K 1.2% 18
2019
Q2 		$28.3M Buy
1,249,421
+711,523
+132% +$16.4M 1.21% 19
2019
Q1 		$12.8M Buy
537,898
+515,644
+2,317% +$12.2M 0.77% 32
2018
Q4 		$499K Sell
22,254
-892,596
-98% -$21.7M 0.06% 313
2018
Q3 		$23.1M Buy
914,850
+81,313
+10% +$2.06M 1.32% 20
2018
Q2 		$20.9M Buy
833,537
+75,703
+10% +$1.86M 1.51% 13
2018
Q1 		$18.2M Buy
757,834
+134,984
+22% +$3.32M 1.57% 13
2017
Q4 		$15.9M Buy
+622,850
New +$15.8M 1.55% 13
2017
Q3 		– Sell
-303,945
Closed -$7.72M – 243
2017
Q2 		$7.72M Buy
+303,945
New +$7.71M 0.91% 17

Other funds holding DIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $299B AUM 28.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Simplicity Solutions's DIV Position: Q1 2021 in Review

Simplicity Solutions sold out of Global X SuperDividend US ETF (DIV) in Q1 2021, closing a stake of 922,813 shares — an estimated $15.5M sold.

Simplicity Solutions first reported a position in DIV in Q2 2017 and held it in 14 quarters. The position peaked at $33.5M in Q4 2019. 81 funds tracked by Wall St. Rank hold DIV as of Q1 2021.

  • Simplicity Solutions reported no remaining Global X SuperDividend US ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 922,813 Global X SuperDividend US ETF shares in Q1 2021, an estimated $15.5M.
  • Simplicity Solutions first reported a position in Global X SuperDividend US ETF in Q2 2017 and held it in 14 quarters.
  • Simplicity Solutions's Global X SuperDividend US ETF position peaked at $33.5M in Q4 2019.
  • 81 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.