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

Valeo 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
Q3 		– Sell
-90
Closed -$3K – 2057
2020
Q2 		$3K Buy
90
+2
+2% +$62 ﹤0.01% 1689
2020
Q1 		$3K Buy
88
+2
+2% +$91 ﹤0.01% 1448
2019
Q4 		$5K Buy
86
+2
+2% +$103 ﹤0.01% 1293
2019
Q3 		$4K Buy
+84
New +$4.23K ﹤0.01% 1267

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 $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Valeo Financial Advisors's SDIV Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2020, closing a stake of 90 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in SDIV in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 96 funds tracked by Wall St. Rank hold SDIV as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 90 Global X SuperDividend ETF shares in Q3 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Global X SuperDividend ETF in Q3 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Global X SuperDividend ETF position peaked at $5K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.