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Sterling Investment Advisors (Pennsylvania)’s Global X SuperDividend ETF SDIV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-275
Closed -$8K – 431
2022
Q2 		$8K Hold
275
– – ﹤0.01% 422
2022
Q1 		$9K Buy
+275
New +$9.74K ﹤0.01% 449

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SDIV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Global X SuperDividend ETF (SDIV) in Q3 2022, closing a stake of 275 shares — an estimated $8K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SDIV in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 111 funds tracked by Wall St. Rank hold SDIV as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Global X SuperDividend ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 275 Global X SuperDividend ETF shares in Q3 2022, an estimated $8K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Global X SuperDividend ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Global X SuperDividend ETF position peaked at $9K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.