XF
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XML Financial’s Global X SuperDividend ETF SDIV Stock Holding History

XML Financial’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
2020
Q2 		– Sell
-31,706
Closed -$886K – 196
2020
Q1 		$886K Buy
31,706
+129
+0.4% +$5.87K 0.38% 67
2019
Q4 		$1.68M Buy
+31,577
New +$1.63M 0.61% 41

Other funds holding SDIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

XML Financial's SDIV Position: Q2 2020 in Review

XML Financial sold out of Global X SuperDividend ETF (SDIV) in Q2 2020, closing a stake of 31,706 shares — an estimated $886K sold.

XML Financial first reported a position in SDIV in Q4 2019 and held it in 2 quarters. The position peaked at $1.68M in Q4 2019. 100 funds tracked by Wall St. Rank hold SDIV as of Q2 2020.

  • XML Financial reported no remaining Global X SuperDividend ETF position as of Q2 2020 after selling out during the quarter.
  • XML Financial sold 31,706 Global X SuperDividend ETF shares in Q2 2020, an estimated $886K.
  • XML Financial first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 2 quarters.
  • XML Financial's Global X SuperDividend ETF position peaked at $1.68M in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2020.

Based on XML Financial's 13F filing for Q2 2020, filed 31 Jul 2020.