WI
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WBI Investments’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

WBI Investments’s Portfolio QDIV Stock Details QDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-45,730
Closed -$1.48M – 235
2023
Q4 		$1.48M Sell
45,730
-125
-0.3% -$3.83K 0.3% 88
2023
Q3 		$1.4M Buy
45,855
+3,850
+9% +$122K 0.28% 102
2023
Q2 		$1.32M Buy
42,005
+9,067
+28% +$282K 0.24% 110
2023
Q1 		$1.05M Buy
+32,938
New +$1.05M 0.21% 116

Other funds holding QDIV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WBI Investments's QDIV Position: Q1 2024 in Review

WBI Investments sold out of Global X S&P 500 Quality Dividend ETF (QDIV) in Q1 2024, closing a stake of 45,730 shares — an estimated $1.48M sold.

WBI Investments first reported a position in QDIV in Q1 2023 and held it in 4 quarters. The position peaked at $1.48M in Q4 2023. 21 funds tracked by Wall St. Rank hold QDIV as of Q1 2024.

  • WBI Investments reported no remaining Global X S&P 500 Quality Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • WBI Investments sold 45,730 Global X S&P 500 Quality Dividend ETF shares in Q1 2024, an estimated $1.48M.
  • WBI Investments first reported a position in Global X S&P 500 Quality Dividend ETF in Q1 2023 and held it in 4 quarters.
  • WBI Investments's Global X S&P 500 Quality Dividend ETF position peaked at $1.48M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Global X S&P 500 Quality Dividend ETF as of Q1 2024.

Based on WBI Investments's 13F filing for Q1 2024, filed 3 May 2024.