Sequent Planning’s Global X SuperDividend US ETF DIV Stock Holding History

Sequent Planning’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	$250K	Buy	13,118 +1,462	+13%	+$28K	0.05%	239
2026 Q1	$220K	Sell	11,656 -1,311	-10%	-$24.7K	0.05%	228
2025 Q4	$225K	Sell	12,967 -941	-7%	-$16.4K	0.06%	210
2025 Q3	$246K	Buy	13,908 +861	+7%	+$15.2K	0.07%	176
2025 Q2	$229K	Buy	+13,047	New	+$230K	0.07%	150
2024 Q4	–	Sell	-14,070	Closed	-$263K	–	143
2024 Q3	$263K	Sell	14,070 -264	-2%	-$4.76K	0.09%	121
2024 Q2	$246K	Sell	14,334 -533	-4%	-$9.16K	0.08%	123
2024 Q1	$259K	Buy	+14,867	New	+$252K	0.09%	120

Other funds holding DIV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sequent Planning's DIV Position: Q2 2026 in Review

Sequent Planning increased its Global X SuperDividend US ETF (DIV) stake by 13% in Q2 2026, buying an estimated $28K and bringing the position to 13,118 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #239.

Sequent Planning first reported a position in DIV in Q1 2024 and has held it in 8 quarters since. The position peaked at $263K in Q3 2024. 128 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

Sequent Planning held 13,118 shares of Global X SuperDividend US ETF worth $250K as of Q2 2026.
Sequent Planning bought 1,462 Global X SuperDividend US ETF shares in Q2 2026, an estimated $28K.
Global X SuperDividend US ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #239 holding.
Sequent Planning first reported a position in Global X SuperDividend US ETF in Q1 2024 and has held it in 8 quarters since.
Sequent Planning's Global X SuperDividend US ETF position peaked at $263K in Q3 2024.
128 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.