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SW
Simplicity Wealth’s
Global X SuperDividend US ETF
DIV
Stock Holding History
Simplicity Wealth’s Portfolio
DIV Stock Details
DIV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-23,078
Closed
-$400K
–
768
2025
Q4
$400K
Buy
23,078
+1,852
+9%
+$32.2K
0.02%
481
2025
Q3
$375K
Sell
21,226
-6,188
-23%
-$110K
0.02%
510
2025
Q2
$482K
Buy
27,414
+11,547
+73%
+$204K
0.02%
464
2025
Q1
$299K
Buy
+15,867
New
+$296K
0.02%
430
2024
Q4
–
Sell
-19,979
Closed
-$373K
–
386
2024
Q3
$373K
Buy
19,979
+5,096
+34%
+$91.9K
0.03%
353
2024
Q2
$257K
Buy
14,883
+4,823
+48%
+$82.9K
0.01%
1006
2024
Q1
$175K
Sell
10,060
-2,100
-17%
-$35.6K
﹤0.01%
1081
2023
Q4
$209K
Buy
12,160
+1,439
+13%
+$23.4K
0.08%
175
2023
Q3
$174K
Buy
+10,721
New
+$180K
0.1%
91
2023
Q2
–
Sell
-10,407
Closed
-$182K
–
79
2023
Q1
$182K
Sell
10,407
-4,311
-29%
-$79.5K
0.12%
67
2022
Q4
$277K
Buy
+14,718
New
+$277K
0.24%
55
Other funds holding DIV
FMLI
Fukoku Mutual Life Insurance
Tokyo, Japan
$1.53B AUM
29.94%
1-Year Est. Return
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
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
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
Two Sigma Investments
New York
$124B AUM
33.93%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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