Synergy Financial Group’s Global X SuperDividend US ETF DIV Stock Holding History

Synergy Financial Group’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	$327K	Hold	17,163	–	–	0.24%	83
2026 Q1	$324K	Buy	+17,163	New	+$323K	0.24%	87

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

Synergy Financial Group's DIV Position: Q2 2026 in Review

Synergy Financial Group held its Global X SuperDividend US ETF (DIV) position steady in Q2 2026 at 17,163 shares worth $327K. The position accounts for 0.24% of the portfolio, ranked #83.

Synergy Financial Group first reported a position in DIV in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold DIV as of Q2 2026.

Synergy Financial Group held 17,163 shares of Global X SuperDividend US ETF worth $327K as of Q2 2026.
Synergy Financial Group left its Global X SuperDividend US ETF share count unchanged in Q2 2026.
Global X SuperDividend US ETF made up 0.24% of Synergy Financial Group's portfolio in Q2 2026, its #83 holding.
Synergy Financial Group first reported a position in Global X SuperDividend US ETF in Q1 2026 and has held it in 2 quarters since.
128 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.