Valley Financial Management’s Global X SuperDividend US ETF DIV Stock Holding History

Valley Financial Management’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 Q2	$736K	Sell	44,068 -22,488	-34%	-$378K	0.38%	36
2023 Q1	$1.16M	Sell	66,556 -20,857	-24%	-$385K	0.72%	34
2022 Q4	$1.65M	Buy	87,413 +3,270	+4%	+$61.6K	0.92%	23
2022 Q3	$1.48M	Buy	+84,143	New	+$1.67M	0.89%	25

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

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

FMLI

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Valley Financial Management's DIV Position: Q2 2023 in Review

Valley Financial Management reduced its Global X SuperDividend US ETF (DIV) stake by 34% in Q2 2023, selling an estimated $378K and leaving 44,068 shares worth $736K. The position accounts for 0.38% of the portfolio, ranked #36.

Valley Financial Management first reported a position in DIV in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.65M in Q4 2022. 105 funds tracked by Wall St. Rank hold DIV as of Q2 2023.

Valley Financial Management held 44,068 shares of Global X SuperDividend US ETF worth $736K as of Q2 2023.
Valley Financial Management sold 22,488 Global X SuperDividend US ETF shares in Q2 2023, an estimated $378K.
Global X SuperDividend US ETF made up 0.38% of Valley Financial Management's portfolio in Q2 2023, its #36 holding.
Valley Financial Management first reported a position in Global X SuperDividend US ETF in Q3 2022 and has held it in 4 quarters since.
Valley Financial Management's Global X SuperDividend US ETF position peaked at $1.65M in Q4 2022.
105 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.