Sugarloaf Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Sugarloaf Wealth Management’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 Q3	–	Sell	-2,830	Closed	-$57K	–	772
2021 Q2	$57K	Buy	2,830 +2,560	+948%	+$51.1K	0.02%	252
2021 Q1	$55	Sell	270 -2,758	-91%	-$50.6K	0.02%	258
2020 Q4	$51K	Sell	3,028 -159	-5%	-$2.58K	0.02%	249
2020 Q3	$48K	Buy	3,187 +8	+0.3%	+$124	0.02%	240
2020 Q2	$48K	Sell	3,179 -56	-2%	-$821	0.02%	241
2020 Q1	$42K	Buy	3,235 +377	+13%	+$7.7K	0.02%	240
2019 Q4	$68K	Buy	+2,858	New	+$66.9K	0.03%	220

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's DIV Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q3 2021, closing a stake of 2,830 shares — an estimated $57K sold.

Sugarloaf Wealth Management first reported a position in DIV in Q4 2019 and held it in 7 quarters. The position peaked at $68K in Q4 2019. 91 funds tracked by Wall St. Rank hold DIV as of Q3 2021.

Sugarloaf Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q3 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 2,830 Global X SuperDividend US ETF shares in Q3 2021, an estimated $57K.
Sugarloaf Wealth Management first reported a position in Global X SuperDividend US ETF in Q4 2019 and held it in 7 quarters.
Sugarloaf Wealth Management's Global X SuperDividend US ETF position peaked at $68K in Q4 2019.
91 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.