Truvestments Capital’s Global X SuperDividend US ETF DIV Stock Holding History

Truvestments Capital’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 Q3	–	Sell	-275	Closed	-$4.59K	–	689
2023 Q2	$4.59K	Sell	275 -325	-54%	-$5.46K	﹤0.01%	534
2023 Q1	$10.5K	Hold	600	–	–	0.01%	435
2022 Q4	$11.3K	Hold	600	–	–	0.01%	450
2022 Q3	$11K	Hold	600	–	–	0.01%	395
2022 Q2	$12K	Buy	+600	New	+$12.3K	0.01%	394
2022 Q1	–	Sell	-772	Closed	-$16K	–	277
2021 Q4	$16K	Hold	772	–	–	0.01%	363
2021 Q3	$15K	Sell	772 -373	-33%	-$7.38K	0.01%	342
2021 Q2	$23K	Sell	1,145 -20	-2%	-$399	0.01%	311
2021 Q1	$23K	Buy	+1,165	New	+$21.4K	0.01%	354
2020 Q3	–	Sell	-1,385	Closed	-$20K	–	380
2020 Q2	$20K	Hold	1,385	–	–	0.02%	303
2020 Q1	$17K	Buy	+1,385	New	+$28.3K	0.02%	287
2019 Q4	–	Sell	-765	Closed	-$18K	–	257
2019 Q3	$18K	Hold	765	–	–	0.01%	421
2019 Q2	$17K	Hold	765	–	–	0.01%	452
2019 Q1	$18K	Buy	+765	New	+$18.1K	0.01%	417
2018 Q3	$21K	Buy	+812	New	+$20.5K	0.01%	504

Other funds holding DIV

AWM

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

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

FMLI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 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

Truvestments Capital's DIV Position: Q3 2023 in Review

Truvestments Capital sold out of Global X SuperDividend US ETF (DIV) in Q3 2023, closing a stake of 275 shares — an estimated $4.59K sold.

Truvestments Capital first reported a position in DIV in Q3 2018 and held it in 15 quarters. The position peaked at $23K in Q2 2021. 110 funds tracked by Wall St. Rank hold DIV as of Q3 2023.

Truvestments Capital reported no remaining Global X SuperDividend US ETF position as of Q3 2023 after selling out during the quarter.
Truvestments Capital sold 275 Global X SuperDividend US ETF shares in Q3 2023, an estimated $4.59K.
Truvestments Capital first reported a position in Global X SuperDividend US ETF in Q3 2018 and held it in 15 quarters.
Truvestments Capital's Global X SuperDividend US ETF position peaked at $23K in Q2 2021.
110 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.