WEG
QDIV icon

World Equity Group’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

World Equity Group’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
-6,630
Closed -$214K – 351
2023
Q4 		$214K Buy
6,630
+5
+0.1% +$153 0.04% 308
2023
Q3 		$202K Buy
+6,625
New +$210K 0.04% 323

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

World Equity Group's QDIV Position: Q1 2024 in Review

World Equity Group sold out of Global X S&P 500 Quality Dividend ETF (QDIV) in Q1 2024, closing a stake of 6,630 shares — an estimated $214K sold.

World Equity Group first reported a position in QDIV in Q3 2023 and held it in 2 quarters. The position peaked at $214K in Q4 2023. 21 funds tracked by Wall St. Rank hold QDIV as of Q1 2024.

  • World Equity Group reported no remaining Global X S&P 500 Quality Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 6,630 Global X S&P 500 Quality Dividend ETF shares in Q1 2024, an estimated $214K.
  • World Equity Group first reported a position in Global X S&P 500 Quality Dividend ETF in Q3 2023 and held it in 2 quarters.
  • World Equity Group's Global X S&P 500 Quality Dividend ETF position peaked at $214K 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 World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.