COMPASS FINANCIAL MANAGEMENT LLC’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio QDIV Stock Details QDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2K	Buy	+453	New	+$16.7K	﹤0.01%	916

Other funds holding QDIV

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X S&P 500 Quality Dividend ETF (QDIV) in Q2 2026: 453 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings.

19 funds tracked by Wall St. Rank hold QDIV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 453 shares of Global X S&P 500 Quality Dividend ETF worth $18.2K as of Q2 2026.
Global X S&P 500 Quality Dividend ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Global X S&P 500 Quality Dividend ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #916 holding.
19 funds tracked by Wall St. Rank held Global X S&P 500 Quality Dividend ETF as of Q2 2026.

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