U.S. Capital Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q2	–	Sell	-45,496	Closed	-$1.05M	–	689
2023 Q1	$1.05M	Buy	45,496 +27,055	+147%	+$663K	0.05%	295
2022 Q4	$443K	Buy	+18,441	New	+$443K	0.02%	479
2022 Q2	–	Sell	-9,803	Closed	-$337K	–	728
2022 Q1	$337K	Buy	9,803 +3,666	+60%	+$130K	0.01%	579
2021 Q4	$226K	Sell	6,137 -2,066	-25%	-$79.3K	0.01%	663
2021 Q3	$326K	Buy	+8,203	New	+$331K	0.01%	599

Other funds holding SDIV

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's SDIV Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q2 2023, closing a stake of 45,496 shares — an estimated $1.05M sold.

U.S. Capital Wealth Advisors first reported a position in SDIV in Q3 2021 and held it in 5 quarters. The position peaked at $1.05M in Q1 2023. 82 funds tracked by Wall St. Rank hold SDIV as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 45,496 Global X SuperDividend ETF shares in Q2 2023, an estimated $1.05M.
U.S. Capital Wealth Advisors first reported a position in Global X SuperDividend ETF in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Global X SuperDividend ETF position peaked at $1.05M in Q1 2023.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.