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Sonora Investment Management’s Global X SuperDividend ETF SDIV Stock Holding History

Sonora Investment Management’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
2021
Q1 		– Sell
-308
Closed -$12K – 1789
2020
Q4 		$12K Hold
308
– – ﹤0.01% 1116
2020
Q3 		$10K Hold
308
– – ﹤0.01% 1216
2020
Q2 		$10K Hold
308
– – ﹤0.01% 1112
2020
Q1 		$9K Buy
+308
New +$14K ﹤0.01% 1126

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sonora Investment Management's SDIV Position: Q1 2021 in Review

Sonora Investment Management sold out of Global X SuperDividend ETF (SDIV) in Q1 2021, closing a stake of 308 shares — an estimated $12K sold.

Sonora Investment Management first reported a position in SDIV in Q1 2020 and held it in 4 quarters. The position peaked at $12K in Q4 2020. 98 funds tracked by Wall St. Rank hold SDIV as of Q1 2021.

  • Sonora Investment Management reported no remaining Global X SuperDividend ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 308 Global X SuperDividend ETF shares in Q1 2021, an estimated $12K.
  • Sonora Investment Management first reported a position in Global X SuperDividend ETF in Q1 2020 and held it in 4 quarters.
  • Sonora Investment Management's Global X SuperDividend ETF position peaked at $12K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.