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Triad Wealth Partners’s Global X SuperDividend US ETF DIV Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-2,821
Closed -$48.7K – 258
2024
Q2 		$48.7K Buy
+2,821
New +$48.5K 0.03% 235

Other funds holding DIV

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Triad Wealth Partners's DIV Position: Q3 2024 in Review

Triad Wealth Partners sold out of Global X SuperDividend US ETF (DIV) in Q3 2024, closing a stake of 2,821 shares — an estimated $48.7K sold.

Triad Wealth Partners first reported a position in DIV in Q2 2024 and held it in 1 quarter. The position peaked at $48.7K in Q2 2024. 109 funds tracked by Wall St. Rank hold DIV as of Q3 2024.

  • Triad Wealth Partners reported no remaining Global X SuperDividend US ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2,821 Global X SuperDividend US ETF shares in Q3 2024, an estimated $48.7K.
  • Triad Wealth Partners first reported a position in Global X SuperDividend US ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Global X SuperDividend US ETF position peaked at $48.7K in Q2 2024.
  • 109 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.