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United Capital Financial Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

United Capital Financial 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
2020
Q2 		– Sell
-3,500
Closed -$98K – 1251
2020
Q1 		$98K Buy
+3,500
New +$159K ﹤0.01% 1124

Other funds holding SDIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's SDIV Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Global X SuperDividend ETF (SDIV) in Q2 2020, closing a stake of 3,500 shares — an estimated $98K sold.

United Capital Financial Advisors first reported a position in SDIV in Q1 2020 and held it in 1 quarter. The position peaked at $98K in Q1 2020. 100 funds tracked by Wall St. Rank hold SDIV as of Q2 2020.

  • United Capital Financial Advisors reported no remaining Global X SuperDividend ETF position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,500 Global X SuperDividend ETF shares in Q2 2020, an estimated $98K.
  • United Capital Financial Advisors first reported a position in Global X SuperDividend ETF in Q1 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's Global X SuperDividend ETF position peaked at $98K in Q1 2020.
  • 100 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.