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Smallwood Wealth Investment Management’s Global X SuperDividend US ETF DIV Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q4 		– Sell
-389
Closed -$6.88K – 523
2025
Q3 		$6.88K Buy
+389
New +$6.89K ﹤0.01% 337

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Smallwood Wealth Investment Management's DIV Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2025, closing a stake of 389 shares — an estimated $6.88K sold.

Smallwood Wealth Investment Management first reported a position in DIV in Q3 2025 and held it in 1 quarter. The position peaked at $6.88K in Q3 2025. 133 funds tracked by Wall St. Rank hold DIV as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Global X SuperDividend US ETF position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 389 Global X SuperDividend US ETF shares in Q4 2025, an estimated $6.88K.
  • Smallwood Wealth Investment Management first reported a position in Global X SuperDividend US ETF in Q3 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Global X SuperDividend US ETF position peaked at $6.88K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.