Wealthcare Advisory Partners’s Global X SuperDividend US ETF DIV Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-36,126	Closed	-$630K	–	728
2023 Q1	$630K	Sell	36,126 -38,479	-52%	-$710K	0.03%	391
2022 Q4	$1.4M	Buy	74,605 +20,191	+37%	+$381K	0.07%	217
2022 Q3	$959K	Buy	54,414 +27,188	+100%	+$539K	0.05%	245
2022 Q2	$530K	Buy	+27,226	New	+$558K	0.03%	314

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

Wealthcare Advisory Partners's DIV Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of Global X SuperDividend US ETF (DIV) in Q2 2023, closing a stake of 36,126 shares — an estimated $630K sold.

Wealthcare Advisory Partners first reported a position in DIV in Q2 2022 and held it in 4 quarters. The position peaked at $1.4M in Q4 2022. 105 funds tracked by Wall St. Rank hold DIV as of Q2 2023.

Wealthcare Advisory Partners reported no remaining Global X SuperDividend US ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 36,126 Global X SuperDividend US ETF shares in Q2 2023, an estimated $630K.
Wealthcare Advisory Partners first reported a position in Global X SuperDividend US ETF in Q2 2022 and held it in 4 quarters.
Wealthcare Advisory Partners's Global X SuperDividend US ETF position peaked at $1.4M in Q4 2022.
105 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.