Creative Planning
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Creative Planning’s Global X SuperDividend US ETF DIV Stock Holding History

Creative Planning’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 		$296K Buy
15,532
+2,860
+23% +$54.8K ﹤0.01% 3573
2026
Q1 		$240K Buy
12,672
+337
+3% +$6.34K ﹤0.01% 3605
2025
Q4 		$214K Buy
12,335
+45
+0.4% +$783 ﹤0.01% 3496
2025
Q3 		$217K Sell
12,290
-3,775
-23% -$66.9K ﹤0.01% 3403
2025
Q2 		$282K Sell
16,065
-401
-2% -$7.08K ﹤0.01% 2950
2025
Q1 		$310K Buy
16,466
+5,772
+54% +$108K ﹤0.01% 2724
2024
Q4 		$193K Buy
+10,694
New +$199K ﹤0.01% 2982
2022
Q2 		– Sell
-15,990
Closed -$338K – 2347
2022
Q1 		$338K Sell
15,990
-30
-0.2% -$620 ﹤0.01% 1548
2021
Q4 		$334K Buy
16,020
+836
+6% +$17K ﹤0.01% 1550
2021
Q3 		$295K Buy
15,184
+1,078
+8% +$21.3K ﹤0.01% 1603
2021
Q2 		$282K Buy
14,106
+1,263
+10% +$25.2K ﹤0.01% 1599
2021
Q1 		$249K Buy
12,843
+1,416
+12% +$26K ﹤0.01% 1917
2020
Q4 		$193K Sell
11,427
-19,450
-63% -$315K ﹤0.01% 1913
2020
Q3 		$467K Buy
30,877
+3,291
+12% +$51K ﹤0.01% 1172
2020
Q2 		$414K Buy
27,586
+801
+3% +$11.7K ﹤0.01% 1128
2020
Q1 		$345K Sell
26,785
-192
-0.7% -$3.92K ﹤0.01% 1119
2019
Q4 		$640K Buy
26,977
+6,070
+29% +$142K ﹤0.01% 983
2019
Q3 		$493K Buy
20,907
+11,630
+125% +$266K ﹤0.01% 1070
2019
Q2 		$210K Sell
9,277
-9,727
-51% -$224K ﹤0.01% 1590
2019
Q1 		$453K Sell
19,004
-1,085
-5% -$25.7K ﹤0.01% 1091
2018
Q4 		$450K Buy
20,089
+1,580
+9% +$38.3K ﹤0.01% 1014
2018
Q3 		$468K Buy
+18,509
New +$468K ﹤0.01% 1113
2017
Q3 		– Sell
-642
Closed -$16K – 2330
2017
Q2 		$16K Buy
642
+386
+151% +$9.79K ﹤0.01% 3315
2017
Q1 		$6K Buy
256
+3
+1% +$75 ﹤0.01% 3856
2016
Q4 		$6K Buy
+253
New +$6.14K ﹤0.01% 3837
2015
Q2 		– Sell
-297
Closed -$8K – 1553
2015
Q1 		$8K Sell
297
-25
-8% -$718 ﹤0.01% 3303
2014
Q4 		$9K Buy
322
+25
+8% +$728 ﹤0.01% 3172
2014
Q3 		$9K Buy
+297
New +$8.66K ﹤0.01% 2994

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

Creative Planning's DIV Position: Q2 2026 in Review

Creative Planning increased its Global X SuperDividend US ETF (DIV) stake by 23% in Q2 2026, buying an estimated $54.8K and bringing the position to 15,532 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3573.

Creative Planning first reported a position in DIV in Q3 2014 and has held it in 28 quarters since. The position peaked at $640K in Q4 2019. 128 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

  • Creative Planning held 15,532 shares of Global X SuperDividend US ETF worth $296K as of Q2 2026.
  • Creative Planning bought 2,860 Global X SuperDividend US ETF shares in Q2 2026, an estimated $54.8K.
  • Global X SuperDividend US ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3573 holding.
  • Creative Planning first reported a position in Global X SuperDividend US ETF in Q3 2014 and has held it in 28 quarters since.
  • Creative Planning's Global X SuperDividend US ETF position peaked at $640K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.