Compass Financial Management’s Global X SuperDividend US ETF DIV Stock Holding History

Compass Financial Management’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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KTM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Financial Management's DIV Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Global X SuperDividend US ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #642 holding.
123 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.