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Coppell Advisory Solutions’s Global X SuperDividend US ETF DIV Stock Holding History

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-94
Closed -$1.75K – 2005
2024
Q3 		$1.75K Hold
94
– – ﹤0.01% 1468
2024
Q2 		$1.62K Buy
+94
New +$1.62K ﹤0.01% 1417
2023
Q4 		– Sell
-94
Closed -$1.77K – 1770
2023
Q3 		$1.77K Hold
94
– – ﹤0.01% 875
2023
Q2 		$1.57K Buy
+94
New +$1.58K ﹤0.01% 1054

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions's DIV Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Global X SuperDividend US ETF (DIV) in Q4 2024, closing a stake of 94 shares — an estimated $1.75K sold.

Coppell Advisory Solutions first reported a position in DIV in Q2 2023 and held it in 4 quarters. The position peaked at $1.77K in Q3 2023. 122 funds tracked by Wall St. Rank hold DIV as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Global X SuperDividend US ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 94 Global X SuperDividend US ETF shares in Q4 2024, an estimated $1.75K.
  • Coppell Advisory Solutions first reported a position in Global X SuperDividend US ETF in Q2 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Global X SuperDividend US ETF position peaked at $1.77K in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.