FIA
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Foundations Investment Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Foundations Investment 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 		$325K Sell
17,183
-1,357
-7% -$25.5K ﹤0.01% 876
2025
Q4 		$321K Buy
18,540
+236
+1% +$4.1K ﹤0.01% 867
2025
Q3 		$324K Sell
18,304
-111
-0.6% -$1.97K ﹤0.01% 823
2025
Q2 		$324K Buy
18,415
+295
+2% +$5.21K 0.01% 714
2025
Q1 		$341K Sell
18,120
-2,180
-11% -$40.6K 0.01% 674
2024
Q4 		$366K Sell
20,300
-739
-4% -$13.7K 0.01% 607
2024
Q3 		$393K Buy
21,039
+1,703
+9% +$30.7K 0.01% 573
2024
Q2 		$334K Sell
19,336
-1,898
-9% -$32.6K 0.01% 582
2024
Q1 		$369K Sell
21,234
-174
-0.8% -$2.95K 0.01% 530
2023
Q4 		$366K Sell
21,408
-9,239
-30% -$150K 0.01% 504
2023
Q3 		$496K Buy
30,647
+3,595
+13% +$60.3K 0.02% 382
2023
Q2 		$452K Buy
27,052
+9,382
+53% +$158K 0.02% 382
2023
Q1 		$308K Sell
17,670
-1,488
-8% -$27.4K 0.01% 391
2022
Q4 		$360K Buy
+19,158
New +$361K 0.01% 322

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return