WealthPLAN Partners’s Global X SuperDividend ETF SDIV Stock Holding History

WealthPLAN Partners’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	-200	Closed	-$4.52K	–	1002
2023 Q2	$4.52K	Hold	200	–	–	﹤0.01%	932
2023 Q1	$4.61K	Buy	+200	New	+$4.9K	﹤0.01%	1016

Other funds holding SDIV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's SDIV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Global X SuperDividend ETF (SDIV) in Q3 2023, closing a stake of 200 shares — an estimated $4.52K sold.

WealthPLAN Partners first reported a position in SDIV in Q1 2023 and held it in 2 quarters. The position peaked at $4.61K in Q1 2023. 82 funds tracked by Wall St. Rank hold SDIV as of Q3 2023.

WealthPLAN Partners reported no remaining Global X SuperDividend ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 200 Global X SuperDividend ETF shares in Q3 2023, an estimated $4.52K.
WealthPLAN Partners first reported a position in Global X SuperDividend ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Global X SuperDividend ETF position peaked at $4.61K in Q1 2023.
82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.