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Curran Financial Partners’s Global X SuperDividend US ETF DIV Stock Holding History

Curran Financial 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
Q4 		– Sell
-46,526
Closed -$823K – 132
2025
Q3 		$823K Sell
46,526
-75,421
-62% -$1.34M 0.16% 75
2025
Q2 		$2.14M Sell
121,947
-228,054
-65% -$4.02M 0.47% 47
2025
Q1 		$6.59M Buy
350,001
+33,287
+11% +$621K 1.62% 21
2024
Q4 		$5.71M Buy
316,714
+27,381
+9% +$509K 1.5% 21
2024
Q3 		$5.41M Buy
289,333
+15,876
+6% +$286K 1.54% 23
2024
Q2 		$4.72M Buy
273,457
+10,706
+4% +$184K 1.58% 22
2024
Q1 		$4.57M Buy
262,751
+8,446
+3% +$143K 1.59% 21
2023
Q4 		$4.34M Buy
254,305
+19,063
+8% +$310K 1.66% 23
2023
Q3 		$3.81M Buy
235,242
+14,348
+6% +$241K 1.66% 23
2023
Q2 		$3.69M Buy
220,894
+21,214
+11% +$356K 1.6% 24
2023
Q1 		$3.48M Buy
199,680
+29,558
+17% +$545K 1.65% 24
2022
Q4 		$3.2M Buy
170,122
+25,900
+18% +$488K 1.54% 26
2022
Q3 		$2.54M Buy
144,222
+38,200
+36% +$757K 1.29% 23
2022
Q2 		$2.06M Buy
106,022
+37,362
+54% +$765K 0.97% 24
2022
Q1 		$1.45M Buy
68,660
+37,104
+118% +$766K 0.6% 43
2021
Q4 		$657K Buy
+31,556
New +$641K 0.28% 45

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Curran Financial Partners's DIV Position: Q4 2025 in Review

Curran Financial Partners sold out of Global X SuperDividend US ETF (DIV) in Q4 2025, closing a stake of 46,526 shares — an estimated $823K sold.

Curran Financial Partners first reported a position in DIV in Q4 2021 and held it in 16 quarters. The position peaked at $6.59M in Q1 2025. 133 funds tracked by Wall St. Rank hold DIV as of Q4 2025.

  • Curran Financial Partners reported no remaining Global X SuperDividend US ETF position as of Q4 2025 after selling out during the quarter.
  • Curran Financial Partners sold 46,526 Global X SuperDividend US ETF shares in Q4 2025, an estimated $823K.
  • Curran Financial Partners first reported a position in Global X SuperDividend US ETF in Q4 2021 and held it in 16 quarters.
  • Curran Financial Partners's Global X SuperDividend US ETF position peaked at $6.59M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2025.

Based on Curran Financial Partners's 13F filing for Q4 2025, filed 22 Jan 2026.