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Tobias Financial Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Tobias Financial Advisors’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
2020
Q1 		– Sell
-10,929
Closed -$259K – 109
2019
Q4 		$259K Buy
+10,929
New +$256K 0.17% 49

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tobias Financial Advisors's DIV Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Global X SuperDividend US ETF (DIV) in Q1 2020, closing a stake of 10,929 shares — an estimated $259K sold.

Tobias Financial Advisors first reported a position in DIV in Q4 2019 and held it in 1 quarter. The position peaked at $259K in Q4 2019. 70 funds tracked by Wall St. Rank hold DIV as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Global X SuperDividend US ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 10,929 Global X SuperDividend US ETF shares in Q1 2020, an estimated $259K.
  • Tobias Financial Advisors first reported a position in Global X SuperDividend US ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Global X SuperDividend US ETF position peaked at $259K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.