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

LifeSteps Financial’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
Q3 		– Sell
-110
Closed -$2.1K – 260
2026
Q2 		$2.1K Buy
+110
New +$2.11K ﹤0.01% 669

Other funds holding DIV

SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

LifeSteps Financial's DIV Position: Q3 2026 in Review

LifeSteps Financial sold out of Global X SuperDividend US ETF (DIV) in Q3 2026, closing a stake of 110 shares — an estimated $2.1K sold.

LifeSteps Financial first reported a position in DIV in Q2 2026 and held it in 1 quarter. The position peaked at $2.1K in Q2 2026. 14 funds tracked by Wall St. Rank hold DIV as of Q3 2026.

  • LifeSteps Financial reported no remaining Global X SuperDividend US ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 110 Global X SuperDividend US ETF shares in Q3 2026, an estimated $2.1K.
  • LifeSteps Financial first reported a position in Global X SuperDividend US ETF in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Global X SuperDividend US ETF position peaked at $2.1K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.