Independent Financial Group’s Global X SuperDividend US ETF DIV Stock Holding History

Independent Financial Group’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 Q3	–	Sell	-12,123	Closed	-$213K	–	1379
2025 Q2	$213K	Sell	12,123 -422	-3%	-$7.45K	0.01%	1196
2025 Q1	$236K	Sell	12,545 -172	-1%	-$3.21K	0.01%	1036
2024 Q4	$229K	Sell	12,717 -56	-0.4%	-$1.04K	0.01%	1025
2024 Q3	$239K	Hold	12,773	–	–	0.01%	966
2024 Q2	$220K	Sell	12,773 -55	-0.4%	-$946	0.01%	976
2024 Q1	$223K	Sell	12,828 -60	-0.5%	-$1.02K	0.01%	920
2023 Q4	$221K	Sell	12,888 -1,500	-10%	-$24.4K	0.01%	853
2023 Q3	$233K	Sell	14,388 -720	-5%	-$12.1K	0.02%	773
2023 Q2	$252K	Buy	15,108 +2,300	+18%	+$38.6K	0.02%	723
2023 Q1	$224K	Buy	12,808 +1,661	+15%	+$30.6K	0.02%	730
2022 Q4	$209K	Buy	+11,147	New	+$210K	0.02%	702

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

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

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

GXJ

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Independent Financial Group's DIV Position: Q3 2025 in Review

Independent Financial Group sold out of Global X SuperDividend US ETF (DIV) in Q3 2025, closing a stake of 12,123 shares — an estimated $213K sold.

Independent Financial Group first reported a position in DIV in Q4 2022 and held it in 11 quarters. The position peaked at $252K in Q2 2023. 119 funds tracked by Wall St. Rank hold DIV as of Q3 2025.

Independent Financial Group reported no remaining Global X SuperDividend US ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 12,123 Global X SuperDividend US ETF shares in Q3 2025, an estimated $213K.
Independent Financial Group first reported a position in Global X SuperDividend US ETF in Q4 2022 and held it in 11 quarters.
Independent Financial Group's Global X SuperDividend US ETF position peaked at $252K in Q2 2023.
119 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.