RPGNY
DIV icon

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
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 $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Planning Group (New York)'s DIV Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Global X SuperDividend US ETF (DIV) stake by 1.7% in Q1 2026, buying an estimated $5.74K and bringing the position to 18,450 shares worth $349K. The position accounts for 0.22% of the portfolio, ranked #64.

Retirement Planning Group (New York) first reported a position in DIV in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold DIV as of Q1 2026.

  • Retirement Planning Group (New York) held 18,450 shares of Global X SuperDividend US ETF worth $349K as of Q1 2026.
  • Retirement Planning Group (New York) bought 305 Global X SuperDividend US ETF shares in Q1 2026, an estimated $5.74K.
  • Global X SuperDividend US ETF made up 0.22% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #64 holding.
  • Retirement Planning Group (New York) first reported a position in Global X SuperDividend US ETF in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.