Concurrent Investment Advisors
DIV icon

Concurrent Investment Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Concurrent Investment Advisors’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 		$439K Buy
23,039
+2,777
+14% +$53.2K ﹤0.01% 1479
2026
Q1 		$383K Buy
20,262
+6,695
+49% +$126K ﹤0.01% 1349
2025
Q4 		$235K Buy
+13,567
New +$236K ﹤0.01% 1551

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concurrent Investment Advisors's DIV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X SuperDividend US ETF (DIV) stake by 14% in Q2 2026, buying an estimated $53.2K and bringing the position to 23,039 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Concurrent Investment Advisors first reported a position in DIV in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

  • Concurrent Investment Advisors held 23,039 shares of Global X SuperDividend US ETF worth $439K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,777 Global X SuperDividend US ETF shares in Q2 2026, an estimated $53.2K.
  • Global X SuperDividend US ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1479 holding.
  • Concurrent Investment Advisors first reported a position in Global X SuperDividend US ETF in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.