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Stonegate Investment Group’s Global X SuperDividend ETF SDIV Stock Holding History

Stonegate Investment 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
2022
Q4 		– Sell
-4,450
Closed -$101K – 346
2022
Q3 		$101K Hold
4,450
– – ﹤0.01% 278
2022
Q2 		$124K Sell
4,450
-173
-4% -$5.4K 0.01% 281
2022
Q1 		$159K Buy
+4,623
New +$164K 0.01% 254

Other funds holding SDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Stonegate Investment Group's SDIV Position: Q4 2022 in Review

Stonegate Investment Group sold out of Global X SuperDividend ETF (SDIV) in Q4 2022, closing a stake of 4,450 shares — an estimated $101K sold.

Stonegate Investment Group first reported a position in SDIV in Q1 2022 and held it in 3 quarters. The position peaked at $159K in Q1 2022. 78 funds tracked by Wall St. Rank hold SDIV as of Q4 2022.

  • Stonegate Investment Group reported no remaining Global X SuperDividend ETF position as of Q4 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 4,450 Global X SuperDividend ETF shares in Q4 2022, an estimated $101K.
  • Stonegate Investment Group first reported a position in Global X SuperDividend ETF in Q1 2022 and held it in 3 quarters.
  • Stonegate Investment Group's Global X SuperDividend ETF position peaked at $159K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2022.

Based on Stonegate Investment Group's 13F filing for Q4 2022, filed 24 Jan 2023.