MHS
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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
2023
Q2 		– Sell
-28,440
Closed -$496K – 270
2023
Q1 		$496K Buy
+28,440
New +$524K 0.05% 260

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Commonwealth Equity Services
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.