Total Clarity Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Total Clarity Wealth Management’s Portfolio SPDV Stock Details SPDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-50	Closed	-$1K	–	864
2022 Q2	$1K	Buy	+50	New	+$1.55K	﹤0.01%	992
2022 Q1	–	Sell	-50	Closed	-$2K	–	800
2021 Q4	$2K	Buy	+50	New	+$1.51K	﹤0.01%	928

Other funds holding SPDV

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Total Clarity Wealth Management's SPDV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in SPDV in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 27 funds tracked by Wall St. Rank hold SPDV as of Q3 2022.

Total Clarity Wealth Management reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 50 AAM S&P 500 High Dividend Value ETF shares in Q3 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2021 and held it in 2 quarters.
Total Clarity Wealth Management's AAM S&P 500 High Dividend Value ETF position peaked at $2K in Q4 2021.
27 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.