SFWA
HDV

Summit Financial Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Summit Financial Wealth Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-109,280
Closed -$2.09M – 130
2019
Q4 		$2.09M Sell
109,280
-1,970
-2% -$37.6K 0.51% 42
2019
Q3 		$2.07M Buy
111,250
+860
+0.8% +$16.2K 0.51% 45
2019
Q2 		$2.09M Buy
+110,390
New +$2.07M 0.51% 47
2017
Q1 		– Sell
-12,860
Closed -$212K – 144
2016
Q4 		$212K Sell
12,860
-2,420
-16% -$39K 0.09% 133
2016
Q3 		$248K Hold
15,280
– – 0.11% 123
2016
Q2 		$251K Buy
+15,280
New +$243K 0.1% 120

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return