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

Perigon 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
2025 Q3	–	Sell	-10,005	Closed	-$176K	–	1220
2025 Q2	$176K	Hold	10,005	–	–	﹤0.01%	1015
2025 Q1	$188K	Sell	10,005 -250	-2%	-$4.66K	﹤0.01%	978
2024 Q4	$189K	Hold	10,255	–	–	﹤0.01%	990
2024 Q3	$192K	Sell	10,255 -1,000	-9%	-$18K	0.01%	948
2024 Q2	$194K	Sell	11,255 -1,055	-9%	-$18.1K	0.01%	820
2024 Q1	$214K	Sell	12,310 -3,210	-21%	-$54.4K	0.01%	791
2023 Q4	$267K	Hold	15,520	–	–	0.01%	693
2023 Q3	$251K	Hold	15,520	–	–	0.01%	655
2023 Q2	$259K	Hold	15,520	–	–	0.01%	661
2023 Q1	$271K	Sell	15,520 -760	-5%	-$14K	0.02%	574
2022 Q4	$306K	Buy	+16,280	New	+$307K	0.02%	521

Other funds holding DIV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

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

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Perigon Wealth Management's DIV Position: Q3 2025 in Review

Perigon Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q3 2025, closing a stake of 10,005 shares — an estimated $176K sold.

Perigon Wealth Management first reported a position in DIV in Q4 2022 and held it in 11 quarters. The position peaked at $306K in Q4 2022. 119 funds tracked by Wall St. Rank hold DIV as of Q3 2025.

Perigon Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q3 2025 after selling out during the quarter.
Perigon Wealth Management sold 10,005 Global X SuperDividend US ETF shares in Q3 2025, an estimated $176K.
Perigon Wealth Management first reported a position in Global X SuperDividend US ETF in Q4 2022 and held it in 11 quarters.
Perigon Wealth Management's Global X SuperDividend US ETF position peaked at $306K in Q4 2022.
119 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.