Jones Financial Companies
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Jones Financial Companies’s Global X SuperDividend US ETF DIV Stock Holding History

Jones Financial Companies’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 		$1.85M Buy
98,001
+21,401
+28% +$402K ﹤0.01% 1461
2025
Q4 		$1.33M Buy
76,600
+23,233
+44% +$404K ﹤0.01% 1120
2025
Q3 		$944K Buy
53,367
+7,640
+17% +$135K ﹤0.01% 1155
2025
Q2 		$803K Buy
45,727
+8,887
+24% +$157K ﹤0.01% 1093
2025
Q1 		$690K Buy
36,840
+24,999
+211% +$466K ﹤0.01% 1006
2024
Q4 		$213K Buy
11,841
+4,415
+59% +$82.1K ﹤0.01% 1323
2024
Q3 		$138K Buy
7,426
+5,462
+278% +$98.5K ﹤0.01% 1278
2024
Q2 		$33.9K Buy
+1,964
New +$33.8K ﹤0.01% 1385

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