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Steward Partners Investment Solutions’s Global X SuperDividend US ETF DIV Stock Holding History

Steward Partners Investment 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
2024
Q1 		$376K Sell
21,636
-129
-0.6% -$2.19K 0.06% 186
2023
Q4 		$374K Buy
+21,765
New +$354K 0.16% 106

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Solutions's DIV Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Global X SuperDividend US ETF (DIV) stake by 0.59% in Q1 2024, selling an estimated $2.19K and leaving 21,636 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #186.

Steward Partners Investment Solutions first reported a position in DIV in Q4 2023 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold DIV as of Q1 2024.

  • Steward Partners Investment Solutions held 21,636 shares of Global X SuperDividend US ETF worth $376K as of Q1 2024.
  • Steward Partners Investment Solutions sold 129 Global X SuperDividend US ETF shares in Q1 2024, an estimated $2.19K.
  • Global X SuperDividend US ETF made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #186 holding.
  • Steward Partners Investment Solutions first reported a position in Global X SuperDividend US ETF in Q4 2023 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.