WealthOne’s Global X SuperDividend US ETF DIV Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-912	Closed	-$20K	–	179
2018 Q4	$20K	Buy	+912	New	+$22.1K	0.02%	283

Other funds holding DIV

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

WealthOne's DIV Position: Q1 2019 in Review

WealthOne sold out of Global X SuperDividend US ETF (DIV) in Q1 2019, closing a stake of 912 shares — an estimated $20K sold.

WealthOne first reported a position in DIV in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 64 funds tracked by Wall St. Rank hold DIV as of Q1 2019.

WealthOne reported no remaining Global X SuperDividend US ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 912 Global X SuperDividend US ETF shares in Q1 2019, an estimated $20K.
WealthOne first reported a position in Global X SuperDividend US ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Global X SuperDividend US ETF position peaked at $20K in Q4 2018.
64 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.