Retirement Group’s Global X SuperDividend US ETF DIV Stock Holding History

Retirement Group’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 Q1	$178K	Hold	10,261	–	–	0.06%	121
2023 Q4	$176K	Hold	10,261	–	–	0.07%	116
2023 Q3	$166K	Buy	10,261 +2,951	+40%	+$49.5K	0.07%	114
2023 Q2	$122K	Buy	7,310 +500	+7%	+$8.4K	0.05%	132
2023 Q1	$119K	Buy	6,810 +1,710	+34%	+$31.5K	0.05%	124
2022 Q4	$96K	Buy	+5,100	New	+$96.1K	0.05%	126
2022 Q3	–	Sell	-5,100	Closed	-$99K	–	556
2022 Q2	$99K	Hold	5,100	–	–	0.04%	154
2022 Q1	$108K	Hold	5,100	–	–	0.04%	164
2021 Q4	$106K	Buy	5,100 +2,500	+96%	+$50.8K	0.05%	163
2021 Q3	$51K	Buy	2,600 +125	+5%	+$2.47K	0.02%	225
2021 Q2	$49K	Buy	+2,475	New	+$49.4K	0.02%	237

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFP

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Group's DIV Position: Q1 2024 in Review

Retirement Group held its Global X SuperDividend US ETF (DIV) position steady in Q1 2024 at 10,261 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #121.

Retirement Group first reported a position in DIV in Q2 2021 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold DIV as of Q1 2024.

Retirement Group held 10,261 shares of Global X SuperDividend US ETF worth $178K as of Q1 2024.
Retirement Group left its Global X SuperDividend US ETF share count unchanged in Q1 2024.
Global X SuperDividend US ETF made up 0.06% of Retirement Group's portfolio in Q1 2024, its #121 holding.
Retirement Group first reported a position in Global X SuperDividend US ETF in Q2 2021 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.