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WealthPlan Investment Management’s Global X SuperDividend ETF SDIV Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-79
Closed -$1.78K – 313
2023
Q2 		$1.78K Hold
79
– – ﹤0.01% 324
2023
Q1 		$1.82K Buy
+79
New +$1.94K ﹤0.01% 397

Other funds holding SDIV

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

WealthPlan Investment Management's SDIV Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Global X SuperDividend ETF (SDIV) in Q3 2023, closing a stake of 79 shares — an estimated $1.78K sold.

WealthPlan Investment Management first reported a position in SDIV in Q1 2023 and held it in 2 quarters. The position peaked at $1.82K in Q1 2023. 83 funds tracked by Wall St. Rank hold SDIV as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Global X SuperDividend ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 79 Global X SuperDividend ETF shares in Q3 2023, an estimated $1.78K.
  • WealthPlan Investment Management first reported a position in Global X SuperDividend ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Global X SuperDividend ETF position peaked at $1.82K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.