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Retirement Planning Group (New York)’s Global X SuperDividend US ETF DIV Stock Holding History

Retirement Planning Group (New York)’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
Q2 		$357K Buy
18,761
+311
+2% +$5.96K 0.19% 74
2026
Q1 		$349K Buy
18,450
+305
+2% +$5.74K 0.22% 64
2025
Q4 		$316K Buy
18,145
+327
+2% +$5.69K 0.22% 65
2025
Q3 		$315K Buy
+17,818
New +$316K 0.24% 65

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Retirement Planning Group (New York)'s DIV Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Global X SuperDividend US ETF (DIV) stake by 1.7% in Q2 2026, buying an estimated $5.96K and bringing the position to 18,761 shares worth $357K. The position accounts for 0.19% of the portfolio, ranked #74.

Retirement Planning Group (New York) first reported a position in DIV in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

  • Retirement Planning Group (New York) held 18,761 shares of Global X SuperDividend US ETF worth $357K as of Q2 2026.
  • Retirement Planning Group (New York) bought 311 Global X SuperDividend US ETF shares in Q2 2026, an estimated $5.96K.
  • Global X SuperDividend US ETF made up 0.19% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #74 holding.
  • Retirement Planning Group (New York) first reported a position in Global X SuperDividend US ETF in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.