Tru Independence Asset Management 2’s Global X SuperDividend ETF SDIV Stock Holding History

Tru Independence Asset Management 2’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
2022 Q1	–	Sell	-4,899	Closed	-$306K	–	130
2021 Q4	$306K	Buy	4,899 +291	+6%	+$11.2K	0.16%	97
2021 Q3	$269K	Buy	+4,608	New	+$186K	0.19%	82

Other funds holding SDIV

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tru Independence Asset Management 2's SDIV Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Global X SuperDividend ETF (SDIV) in Q1 2022, closing a stake of 4,899 shares — an estimated $306K sold.

Tru Independence Asset Management 2 first reported a position in SDIV in Q3 2021 and held it in 2 quarters. The position peaked at $306K in Q4 2021. 127 funds tracked by Wall St. Rank hold SDIV as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Global X SuperDividend ETF position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 4,899 Global X SuperDividend ETF shares in Q1 2022, an estimated $306K.
Tru Independence Asset Management 2 first reported a position in Global X SuperDividend ETF in Q3 2021 and held it in 2 quarters.
Tru Independence Asset Management 2's Global X SuperDividend ETF position peaked at $306K in Q4 2021.
127 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.