LWM
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Lodestone Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Lodestone Wealth Management’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 		$11.3K Buy
600
+9
+2% +$176 ﹤0.01% 520
2026
Q2 		$11.2K Buy
591
+10
+2% +$192 ﹤0.01% 505
2026
Q1 		$11K Buy
581
+10
+2% +$188 ﹤0.01% 499
2025
Q4 		$9.89K Buy
+571
New +$9.93K ﹤0.01% 511

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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Lodestone Wealth Management's DIV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Global X SuperDividend US ETF (DIV) stake by 1.5% in Q3 2026, buying an estimated $176 and bringing the position to 600 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Lodestone Wealth Management first reported a position in DIV in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold DIV as of Q3 2026.

  • Lodestone Wealth Management held 600 shares of Global X SuperDividend US ETF worth $11.3K as of Q3 2026.
  • Lodestone Wealth Management bought 9 Global X SuperDividend US ETF shares in Q3 2026, an estimated $176.
  • Global X SuperDividend US ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #520 holding.
  • Lodestone Wealth Management first reported a position in Global X SuperDividend US ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.