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WR Wealth Planners’s Global X SuperDividend US ETF DIV Stock Holding History

WR Wealth Planners’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
2022
Q2 		– Sell
-307
Closed -$6.47K – 528
2022
Q1 		$6.47K Buy
+307
New +$6.34K ﹤0.01% 337

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WR Wealth Planners's DIV Position: Q2 2022 in Review

WR Wealth Planners sold out of Global X SuperDividend US ETF (DIV) in Q2 2022, closing a stake of 307 shares — an estimated $6.47K sold.

WR Wealth Planners first reported a position in DIV in Q1 2022 and held it in 1 quarter. The position peaked at $6.47K in Q1 2022. 104 funds tracked by Wall St. Rank hold DIV as of Q2 2022.

  • WR Wealth Planners reported no remaining Global X SuperDividend US ETF position as of Q2 2022 after selling out during the quarter.
  • WR Wealth Planners sold 307 Global X SuperDividend US ETF shares in Q2 2022, an estimated $6.47K.
  • WR Wealth Planners first reported a position in Global X SuperDividend US ETF in Q1 2022 and held it in 1 quarter.
  • WR Wealth Planners's Global X SuperDividend US ETF position peaked at $6.47K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.