M Holdings Securities’s Global X SuperDividend US ETF DIV Stock Holding History

M Holdings Securities’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
2024 Q4	–	Sell	-11,493	Closed	-$215K	–	135
2024 Q3	$215K	Sell	11,493 -4,037	-26%	-$72.8K	0.05%	88
2024 Q2	$268K	Sell	15,530 -803	-5%	-$13.8K	0.03%	244
2024 Q1	$284K	Sell	16,333 -6,371	-28%	-$108K	0.05%	125
2023 Q4	$390K	Sell	22,704 -3,210	-12%	-$52.2K	0.04%	163
2023 Q3	$420K	Buy	+25,914	New	+$435K	0.06%	165
2023 Q1	–	Sell	-24,719	Closed	-$456K	–	500
2022 Q4	$464K	Sell	24,719 -6,085	-20%	-$115K	0.05%	264
2022 Q3	$543K	Sell	30,804 -8,402	-21%	-$167K	0.06%	228
2022 Q2	$763K	Sell	39,206 -22,971	-37%	-$471K	0.08%	180
2022 Q1	$1.31M	Buy	+62,177	New	+$1.28M	0.1%	155

Other funds holding DIV

FMLI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CFP

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

M Holdings Securities's DIV Position: Q4 2024 in Review

M Holdings Securities sold out of Global X SuperDividend US ETF (DIV) in Q4 2024, closing a stake of 11,493 shares — an estimated $215K sold.

M Holdings Securities first reported a position in DIV in Q1 2022 and held it in 9 quarters. The position peaked at $1.31M in Q1 2022. 122 funds tracked by Wall St. Rank hold DIV as of Q4 2024.

M Holdings Securities reported no remaining Global X SuperDividend US ETF position as of Q4 2024 after selling out during the quarter.
M Holdings Securities sold 11,493 Global X SuperDividend US ETF shares in Q4 2024, an estimated $215K.
M Holdings Securities first reported a position in Global X SuperDividend US ETF in Q1 2022 and held it in 9 quarters.
M Holdings Securities's Global X SuperDividend US ETF position peaked at $1.31M in Q1 2022.
122 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2024.

Based on M Holdings Securities's 13F filing for Q4 2024, filed 11 Feb 2025.