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GeoWealth Management’s Global X S&P 500 Quality Dividend ETF QDIV Stock Holding History

GeoWealth Management’s Portfolio QDIV Stock Details QDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,395
Closed -$152K – 1631
2024
Q4 		$152K Sell
4,395
-318
-7% -$11.5K 0.01% 852
2024
Q3 		$171K Buy
+4,713
New +$164K 0.01% 759

Other funds holding QDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GeoWealth Management's QDIV Position: Q1 2025 in Review

GeoWealth Management sold out of Global X S&P 500 Quality Dividend ETF (QDIV) in Q1 2025, closing a stake of 4,395 shares — an estimated $152K sold.

GeoWealth Management first reported a position in QDIV in Q3 2024 and held it in 2 quarters. The position peaked at $171K in Q3 2024. 27 funds tracked by Wall St. Rank hold QDIV as of Q1 2025.

  • GeoWealth Management reported no remaining Global X S&P 500 Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,395 Global X S&P 500 Quality Dividend ETF shares in Q1 2025, an estimated $152K.
  • GeoWealth Management first reported a position in Global X S&P 500 Quality Dividend ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Global X S&P 500 Quality Dividend ETF position peaked at $171K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Global X S&P 500 Quality Dividend ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.