COMPASS FINANCIAL MANAGEMENT LLC’s Global X SuperDividend US ETF DIV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$63K	Buy	+3,223	New	+$61.8K	0.01%	642

Other funds holding DIV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

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

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DIV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X SuperDividend US ETF (DIV) in Q2 2026: 3,223 shares worth $63K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings.

103 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,223 shares of Global X SuperDividend US ETF worth $63K as of Q2 2026.
Global X SuperDividend US ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Global X SuperDividend US ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #642 holding.
103 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.