Stonebridge Financial Planning Group’s Global X SuperDividend US ETF DIV Stock Holding History

Stonebridge Financial Planning Group’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 Q2	–	Sell	-600	Closed	-$12K	–	425
2021 Q1	$12K	Hold	600	–	–	0.01%	343
2020 Q4	$10K	Sell	600 -800	-57%	-$13K	0.01%	326
2020 Q3	$22K	Sell	1,400 -12,600	-90%	-$195K	0.02%	259
2020 Q2	$210K	Sell	14,000 -3,500	-20%	-$51.3K	0.18%	82
2020 Q1	$234K	Hold	17,500	–	–	0.23%	76
2019 Q4	$415K	Buy	+17,500	New	+$409K	0.38%	54

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Stonebridge Financial Planning Group's DIV Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Global X SuperDividend US ETF (DIV) in Q2 2021, closing a stake of 600 shares — an estimated $12K sold.

Stonebridge Financial Planning Group first reported a position in DIV in Q4 2019 and held it in 6 quarters. The position peaked at $415K in Q4 2019. 96 funds tracked by Wall St. Rank hold DIV as of Q2 2021.

Stonebridge Financial Planning Group reported no remaining Global X SuperDividend US ETF position as of Q2 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 600 Global X SuperDividend US ETF shares in Q2 2021, an estimated $12K.
Stonebridge Financial Planning Group first reported a position in Global X SuperDividend US ETF in Q4 2019 and held it in 6 quarters.
Stonebridge Financial Planning Group's Global X SuperDividend US ETF position peaked at $415K in Q4 2019.
96 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.