AAS
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Avantax Advisory Services’s Global X SuperDividend US ETF DIV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$285K Sell
16,192
-2,797
-15% -$49.4K ﹤0.01% 1954
2025
Q1 		$358K Buy
18,989
+150
+0.8% +$2.8K ﹤0.01% 1711
2024
Q4 		$340K Sell
18,839
-7,065
-27% -$131K ﹤0.01% 1702
2024
Q3 		$484K Buy
25,904
+592
+2% +$10.7K ﹤0.01% 1429
2024
Q2 		$437K Sell
25,312
-11,220
-31% -$193K ﹤0.01% 1452
2024
Q1 		$635K Sell
36,532
-33
-0.1% -$560 0.01% 936
2023
Q4 		$628K Buy
36,565
+7,624
+26% +$124K 0.01% 894
2023
Q3 		$469K Buy
28,941
+7,110
+33% +$119K 0.01% 977
2023
Q2 		$365K Buy
21,831
+1,316
+6% +$22.1K ﹤0.01% 1082
2023
Q1 		$358K Buy
20,515
+672
+3% +$12.4K ﹤0.01% 1057
2022
Q4 		$373K Buy
19,843
+166
+0.8% +$3.13K 0.01% 1002
2022
Q3 		$347K Buy
19,677
+1,586
+9% +$31.4K 0.01% 930
2022
Q2 		$352K Buy
18,091
+3,117
+21% +$63.9K 0.01% 935
2022
Q1 		$315K Buy
14,974
+2,032
+16% +$42K ﹤0.01% 973
2021
Q4 		$269K Buy
+12,942
New +$263K ﹤0.01% 1028
2020
Q4 		– Sell
-15,326
Closed -$230K – 1031
2020
Q3 		$230K Buy
+15,326
New +$238K ﹤0.01% 1155

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's DIV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Global X SuperDividend US ETF (DIV) stake by 15% in Q2 2025, selling an estimated $49.4K and leaving 16,192 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Avantax Advisory Services first reported a position in DIV in Q3 2020 and has held it in 16 quarters since. The position peaked at $635K in Q1 2024. 122 funds tracked by Wall St. Rank hold DIV as of Q2 2025.

  • Avantax Advisory Services held 16,192 shares of Global X SuperDividend US ETF worth $285K as of Q2 2025.
  • Avantax Advisory Services sold 2,797 Global X SuperDividend US ETF shares in Q2 2025, an estimated $49.4K.
  • Global X SuperDividend US ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1954 holding.
  • Avantax Advisory Services first reported a position in Global X SuperDividend US ETF in Q3 2020 and has held it in 16 quarters since.
  • Avantax Advisory Services's Global X SuperDividend US ETF position peaked at $635K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.