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

Stonebridge Financial Planning Group’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	-2,000	Closed	-$77K	–	439
2020 Q4	$77K	Hold	2,000	–	–	0.05%	169
2020 Q3	$66K	Sell	2,000 -1,667	-45%	-$56K	0.05%	159
2020 Q2	$123K	Hold	3,667	–	–	0.1%	117
2020 Q1	$105K	Hold	3,667	–	–	0.1%	115
2019 Q4	$195K	Buy	+3,667	New	+$189K	0.18%	90

Other funds holding SDIV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stonebridge Financial Planning Group's SDIV Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of Global X SuperDividend ETF (SDIV) in Q1 2021, closing a stake of 2,000 shares — an estimated $77K sold.

Stonebridge Financial Planning Group first reported a position in SDIV in Q4 2019 and held it in 5 quarters. The position peaked at $195K in Q4 2019. 98 funds tracked by Wall St. Rank hold SDIV as of Q1 2021.

Stonebridge Financial Planning Group reported no remaining Global X SuperDividend ETF position as of Q1 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,000 Global X SuperDividend ETF shares in Q1 2021, an estimated $77K.
Stonebridge Financial Planning Group first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 5 quarters.
Stonebridge Financial Planning Group's Global X SuperDividend ETF position peaked at $195K in Q4 2019.
98 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.