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 Q1	$324K	Buy	+17,163	New	+$323K	0.24%	87

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

Synergy Financial Group's DIV Position: Q1 2026 in Review

Synergy Financial Group opened a new position in Global X SuperDividend US ETF (DIV) in Q1 2026: 17,163 shares worth $324K. The stake represents 0.24% of the portfolio and ranks #87 among its holdings.

127 funds tracked by Wall St. Rank hold DIV as of Q1 2026.

Synergy Financial Group held 17,163 shares of Global X SuperDividend US ETF worth $324K as of Q1 2026.
Global X SuperDividend US ETF was a new Synergy Financial Group position in Q1 2026.
Global X SuperDividend US ETF made up 0.24% of Synergy Financial Group's portfolio in Q1 2026, its #87 holding.
127 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.