Caldwell Sutter Capital’s Global X SuperDividend US ETF DIV Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$1.89K	Hold	100	–	–	﹤0.01%	761
2025 Q4	$1.73K	Hold	100	–	–	﹤0.01%	759
2025 Q3	$1.77K	Hold	100	–	–	﹤0.01%	752
2025 Q2	$1.76K	Hold	100	–	–	﹤0.01%	731
2025 Q1	$1.88K	Hold	100	–	–	﹤0.01%	737
2024 Q4	$1.8K	Hold	100	–	–	﹤0.01%	757
2024 Q3	$1.87K	Hold	100	–	–	﹤0.01%	763
2024 Q2	$1.73K	Hold	100	–	–	﹤0.01%	767
2024 Q1	$1.74K	Hold	100	–	–	﹤0.01%	773
2023 Q4	$1.72K	Hold	100	–	–	﹤0.01%	776
2023 Q3	$1.62K	Hold	100	–	–	﹤0.01%	759
2023 Q2	$1.67K	Hold	100	–	–	﹤0.01%	758
2023 Q1	$1.75K	Buy	+100	New	+$1.84K	﹤0.01%	502

Other funds holding DIV

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return