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Joseph P. Lucia & Associates’s Global X SuperDividend US ETF DIV Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		$208K Sell
10,920
-15
-0.1% -$287 0.06% 179
2026
Q1 		$207K Hold
10,935
– – 0.07% 160
2025
Q4 		$189K Sell
10,935
-4,575
-29% -$79.6K 0.07% 162
2025
Q3 		$274K Sell
15,510
-100
-0.6% -$1.77K 0.1% 133
2025
Q2 		$274K Sell
15,610
-1,970
-11% -$34.8K 0.11% 125
2025
Q1 		$331K Sell
17,580
-1,295
-7% -$24.1K 0.15% 106
2024
Q4 		$340K Sell
18,875
-1,600
-8% -$29.7K 0.15% 98
2024
Q3 		$383K Sell
20,475
-325
-2% -$5.86K 0.18% 93
2024
Q2 		$359K Sell
20,800
-2,275
-10% -$39.1K 0.18% 88
2024
Q1 		$401K Sell
23,075
-645
-3% -$10.9K 0.22% 85
2023
Q4 		$408K Sell
23,720
-2,505
-10% -$40.8K 0.25% 77
2023
Q3 		$425K Sell
26,225
-645
-2% -$10.8K 0.3% 70
2023
Q2 		$449K Sell
26,870
-90
-0.3% -$1.51K 0.3% 72
2023
Q1 		$470K Sell
26,960
-1,400
-5% -$25.8K 0.33% 71
2022
Q4 		$533K Sell
28,360
-2,210
-7% -$41.7K 0.4% 61
2022
Q3 		$539K Sell
30,570
-200
-0.6% -$3.97K 0.42% 58
2022
Q2 		$599K Sell
30,770
-1,280
-4% -$26.2K 0.42% 57
2022
Q1 		$677K Sell
32,050
-5,370
-14% -$111K 0.41% 58
2021
Q4 		$779K Sell
37,420
-4,235
-10% -$86K 0.5% 54
2021
Q3 		$809K Sell
41,655
-2,935
-7% -$58K 0.48% 57
2021
Q2 		$891K Sell
44,590
-6,875
-13% -$137K 0.53% 56
2021
Q1 		$997K Sell
51,465
-11,530
-18% -$212K 0.44% 48
2020
Q4 		$1.06M Sell
62,995
-14,235
-18% -$231K 0.74% 46
2020
Q3 		$1.17M Sell
77,230
-3,440
-4% -$53.3K 1.09% 35
2020
Q2 		$1.21M Sell
80,670
-2,765
-3% -$40.5K 1.09% 32
2020
Q1 		$1.07M Sell
83,435
-199
-0.2% -$4.06K 1.2% 30
2019
Q4 		$1.99M Buy
83,634
+34,040
+69% +$797K 1.81% 19
2019
Q3 		$1.17M Buy
49,594
+8,420
+20% +$192K 1.2% 28
2019
Q2 		$933K Buy
41,174
+19,689
+92% +$454K 0.98% 30
2019
Q1 		$516K Buy
+21,485
New +$510K 0.89% 32

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Joseph P. Lucia & Associates's DIV Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Global X SuperDividend US ETF (DIV) stake by 0.14% in Q2 2026, selling an estimated $287 and leaving 10,920 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #179.

Joseph P. Lucia & Associates first reported a position in DIV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.99M in Q4 2019. 128 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

  • Joseph P. Lucia & Associates held 10,920 shares of Global X SuperDividend US ETF worth $208K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 15 Global X SuperDividend US ETF shares in Q2 2026, an estimated $287.
  • Global X SuperDividend US ETF made up 0.06% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #179 holding.
  • Joseph P. Lucia & Associates first reported a position in Global X SuperDividend US ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Global X SuperDividend US ETF position peaked at $1.99M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.