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Concord Wealth Partners’s Global X SuperDividend US ETF DIV Stock Holding History

Concord Wealth Partners’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
2025
Q3 		– Sell
-725
Closed -$12.7K – 845
2025
Q2 		$12.7K Buy
+725
New +$12.8K ﹤0.01% 514

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concord Wealth Partners's DIV Position: Q3 2025 in Review

Concord Wealth Partners sold out of Global X SuperDividend US ETF (DIV) in Q3 2025, closing a stake of 725 shares — an estimated $12.7K sold.

Concord Wealth Partners first reported a position in DIV in Q2 2025 and held it in 1 quarter. The position peaked at $12.7K in Q2 2025. 119 funds tracked by Wall St. Rank hold DIV as of Q3 2025.

  • Concord Wealth Partners reported no remaining Global X SuperDividend US ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 725 Global X SuperDividend US ETF shares in Q3 2025, an estimated $12.7K.
  • Concord Wealth Partners first reported a position in Global X SuperDividend US ETF in Q2 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Global X SuperDividend US ETF position peaked at $12.7K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.