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

Larson 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
2023 Q4	–	Sell	-50	Closed	-$805	–	1825
2023 Q3	$805	Hold	50	–	–	﹤0.01%	1522
2023 Q2	$830	Hold	50	–	–	﹤0.01%	1388
2023 Q1	$867	Buy	50 +1	+2%	+$18	﹤0.01%	1365
2022 Q4	$922	Buy	+49	New	+$924	﹤0.01%	1307
2022 Q3	–	Sell	-312	Closed	-$6K	–	1316
2022 Q2	$6K	Buy	312 +1	+0.3%	+$20	﹤0.01%	823
2022 Q1	$7K	Sell	311 -218	-41%	-$4.5K	﹤0.01%	725
2021 Q4	$11K	Sell	529 -15,669	-97%	-$318K	﹤0.01%	660
2021 Q3	$315K	Buy	+16,198	New	+$320K	0.06%	111

Other funds holding DIV

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Larson Financial Group's DIV Position: Q4 2023 in Review

Larson Financial Group sold out of Global X SuperDividend US ETF (DIV) in Q4 2023, closing a stake of 50 shares — an estimated $805 sold.

Larson Financial Group first reported a position in DIV in Q3 2021 and held it in 8 quarters. The position peaked at $315K in Q3 2021. 117 funds tracked by Wall St. Rank hold DIV as of Q4 2023.

Larson Financial Group reported no remaining Global X SuperDividend US ETF position as of Q4 2023 after selling out during the quarter.
Larson Financial Group sold 50 Global X SuperDividend US ETF shares in Q4 2023, an estimated $805.
Larson Financial Group first reported a position in Global X SuperDividend US ETF in Q3 2021 and held it in 8 quarters.
Larson Financial Group's Global X SuperDividend US ETF position peaked at $315K in Q3 2021.
117 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.