Compass Financial Management
QDIV icon

Compass Financial Management’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

Compass Financial Management’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
Q3 		$17.4K Buy
455
+2
+0.4% +$79 ﹤0.01% 989
2026
Q2 		$18.2K Buy
+453
New +$16.7K ﹤0.01% 916

Other funds holding QDIV

Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Compass Financial Management's QDIV Position: Q3 2026 in Review

Compass Financial Management increased its Global X S&P 500 Quality Dividend ETF (QDIV) stake by 0.44% in Q3 2026, buying an estimated $79 and bringing the position to 455 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Compass Financial Management first reported a position in QDIV in Q2 2026 and has held it in 2 quarters since. The position peaked at $18.2K in Q2 2026. 22 funds tracked by Wall St. Rank hold QDIV as of Q3 2026.

  • Compass Financial Management held 455 shares of Global X S&P 500 Quality Dividend ETF worth $17.4K as of Q3 2026.
  • Compass Financial Management bought 2 Global X S&P 500 Quality Dividend ETF shares in Q3 2026, an estimated $79.
  • Global X S&P 500 Quality Dividend ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #989 holding.
  • Compass Financial Management first reported a position in Global X S&P 500 Quality Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Global X S&P 500 Quality Dividend ETF position peaked at $18.2K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Global X S&P 500 Quality Dividend ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.