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Sowell Financial Services’s Global X SuperDividend ETF SDIV Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-439
Closed -$19K – 2320
2021
Q1 		$19K Buy
439
+11
+3% +$445 ﹤0.01% 2082
2020
Q4 		$17K Buy
428
+8
+2% +$284 ﹤0.01% 1809
2020
Q3 		$14K Buy
420
+9
+2% +$302 ﹤0.01% 1707
2020
Q2 		$14K Buy
411
+9
+2% +$279 ﹤0.01% 1581
2020
Q1 		$11K Buy
+402
New +$18.3K ﹤0.01% 1586

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's SDIV Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X SuperDividend ETF (SDIV) in Q2 2021, closing a stake of 439 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in SDIV in Q1 2020 and held it in 5 quarters. The position peaked at $19K in Q1 2021. 108 funds tracked by Wall St. Rank hold SDIV as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X SuperDividend ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 439 Global X SuperDividend ETF shares in Q2 2021, an estimated $19K.
  • Sowell Financial Services first reported a position in Global X SuperDividend ETF in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Global X SuperDividend ETF position peaked at $19K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.