Fortis Group Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Fortis Group 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 Q1	$5.67K	Hold	300	–	–	﹤0.01%	433
2025 Q4	$5.2K	Hold	300	–	–	﹤0.01%	430
2025 Q3	$5.31K	Hold	300	–	–	﹤0.01%	389
2025 Q2	$5.27K	Hold	300	–	–	﹤0.01%	382
2025 Q1	$5.65K	Hold	300	–	–	﹤0.01%	348
2024 Q4	$5.41K	Hold	300	–	–	﹤0.01%	358
2024 Q3	$5.61K	Hold	300	–	–	﹤0.01%	350
2024 Q2	$5.17K	Hold	300	–	–	﹤0.01%	350
2024 Q1	$5.22K	Sell	300 -300	-50%	-$5.09K	﹤0.01%	366
2023 Q4	$10.3K	Buy	600 +300	+100%	+$4.88K	﹤0.01%	296
2023 Q3	$4.86K	Buy	+300	New	+$5.04K	﹤0.01%	290
2020 Q3	$4K	Buy	+300	New	+$4.65K	﹤0.01%	351

Other funds holding DIV

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return