SWMG LLC’s Global X SuperDividend ETF SDIV Stock Holding History

SWMG LLC’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
2024 Q2	–	Sell	-9,488	Closed	-$205K	–	108
2024 Q1	$205K	Sell	9,488 -744	-7%	-$16K	0.09%	95
2023 Q4	$231K	Sell	10,232 -7,857	-43%	-$168K	0.11%	94
2023 Q3	$396K	Sell	18,089 -4,917	-21%	-$111K	0.21%	66
2023 Q2	$519K	Hold	23,006	–	–	0.27%	45
2023 Q1	$530K	Buy	23,006 +80	+0.3%	+$1.96K	0.3%	42
2022 Q4	$551K	Buy	22,926 +9,440	+70%	+$227K	0.33%	39
2022 Q3	$305K	Buy	+13,486	New	+$360K	0.2%	60
2022 Q1	$154K	Buy	+4,474	New	+$158K	0.08%	65

Other funds holding SDIV

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

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

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWMG LLC's SDIV Position: Q2 2024 in Review

SWMG LLC sold out of Global X SuperDividend ETF (SDIV) in Q2 2024, closing a stake of 9,488 shares — an estimated $205K sold.

SWMG LLC first reported a position in SDIV in Q1 2022 and held it in 8 quarters. The position peaked at $551K in Q4 2022. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2024.

SWMG LLC reported no remaining Global X SuperDividend ETF position as of Q2 2024 after selling out during the quarter.
SWMG LLC sold 9,488 Global X SuperDividend ETF shares in Q2 2024, an estimated $205K.
SWMG LLC first reported a position in Global X SuperDividend ETF in Q1 2022 and held it in 8 quarters.
SWMG LLC's Global X SuperDividend ETF position peaked at $551K in Q4 2022.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2024.

Based on SWMG LLC's 13F filing for Q2 2024, filed 14 Aug 2024.