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

Tradition 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
2023 Q4	–	Sell	-1,895	Closed	-$31K	–	1289
2023 Q3	$31K	Hold	1,895	–	–	﹤0.01%	725
2023 Q2	$32K	Sell	1,895 -3,700	-66%	-$62.2K	﹤0.01%	743
2023 Q1	$98K	Hold	5,595	–	–	0.01%	448
2022 Q4	$105K	Hold	5,595	–	–	0.01%	362
2022 Q3	$99K	Hold	5,595	–	–	0.01%	365
2022 Q2	$109K	Hold	5,595	–	–	0.02%	343
2022 Q1	$118K	Hold	5,595	–	–	0.02%	372
2021 Q4	$116K	Hold	5,595	–	–	0.01%	377
2021 Q3	$109K	Buy	5,595 +4,095	+273%	+$81K	0.02%	359
2021 Q2	$30K	Buy	+1,500	New	+$29.9K	﹤0.01%	656

Other funds holding DIV

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Tradition Wealth Management's DIV Position: Q4 2023 in Review

Tradition Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 1,895 shares — an estimated $31K sold.

Tradition Wealth Management first reported a position in DIV in Q2 2021 and held it in 10 quarters. The position peaked at $118K in Q1 2022. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

Tradition Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,895 Global X SuperDividend US ETF shares in Q4 2023, an estimated $31K.
Tradition Wealth Management first reported a position in Global X SuperDividend US ETF in Q2 2021 and held it in 10 quarters.
Tradition Wealth Management's Global X SuperDividend US ETF position peaked at $118K in Q1 2022.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.