ECM
DIV icon

Evergreen Capital Management’s Global X SuperDividend US ETF DIV Stock Holding History

Evergreen Capital Management’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
-1,380,977
Closed -$65.7M – 1078
2024
Q3 		$65.7M Buy
+1,380,977
New +$24.9M 2.2% 4

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 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 $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evergreen Capital Management's DIV Position: Q4 2024 in Review

Evergreen Capital Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2024, closing a stake of 1,380,977 shares — an estimated $65.7M sold.

Evergreen Capital Management first reported a position in DIV in Q3 2024 and held it in 1 quarter. The position peaked at $65.7M in Q3 2024. 122 funds tracked by Wall St. Rank hold DIV as of Q4 2024.

  • Evergreen Capital Management reported no remaining Global X SuperDividend US ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 1,380,977 Global X SuperDividend US ETF shares in Q4 2024, an estimated $65.7M.
  • Evergreen Capital Management first reported a position in Global X SuperDividend US ETF in Q3 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Global X SuperDividend US ETF position peaked at $65.7M in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.