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

Tortoise 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	-1,000	Closed	-$17.7K	–	550
2025 Q3	$17.7K	Hold	1,000	–	–	﹤0.01%	544
2025 Q2	$17.6K	Hold	1,000	–	–	﹤0.01%	529
2025 Q1	$18.8K	Hold	1,000	–	–	﹤0.01%	512
2024 Q4	$18K	Hold	1,000	–	–	﹤0.01%	562
2024 Q3	$18.7K	Hold	1,000	–	–	﹤0.01%	564
2024 Q2	$17.3K	Hold	1,000	–	–	﹤0.01%	557
2024 Q1	$17.4K	Hold	1,000	–	–	﹤0.01%	535
2023 Q4	$17.2K	Hold	1,000	–	–	﹤0.01%	492
2023 Q3	$16.2K	Hold	1,000	–	–	﹤0.01%	488
2023 Q2	$16.7K	Hold	1,000	–	–	﹤0.01%	496
2023 Q1	$17.4K	Hold	1,000	–	–	﹤0.01%	481
2022 Q4	$18.8K	Hold	1,000	–	–	﹤0.01%	467
2022 Q3	$18K	Hold	1,000	–	–	﹤0.01%	460
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	442
2022 Q1	$21K	Hold	1,000	–	–	﹤0.01%	422
2021 Q4	$21K	Hold	1,000	–	–	﹤0.01%	394
2021 Q3	$19K	Hold	1,000	–	–	﹤0.01%	387
2021 Q2	$20K	Buy	+1,000	New	+$20K	﹤0.01%	377

Other funds holding DIV

FMLI

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Tortoise Investment Management's DIV Position: Q4 2025 in Review

Tortoise Investment Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2025, closing a stake of 1,000 shares — an estimated $17.7K sold.

Tortoise Investment Management first reported a position in DIV in Q2 2021 and held it in 18 quarters. The position peaked at $21K in Q1 2022. 132 funds tracked by Wall St. Rank hold DIV as of Q4 2025.

Tortoise Investment Management reported no remaining Global X SuperDividend US ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,000 Global X SuperDividend US ETF shares in Q4 2025, an estimated $17.7K.
Tortoise Investment Management first reported a position in Global X SuperDividend US ETF in Q2 2021 and held it in 18 quarters.
Tortoise Investment Management's Global X SuperDividend US ETF position peaked at $21K in Q1 2022.
132 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.