TRUE Private Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

TRUE Private Wealth Advisors’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 Q3	–	Sell	-12,175	Closed	-$214K	–	266
2025 Q2	$214K	Sell	12,175 -2,624	-18%	-$46.3K	0.02%	237
2025 Q1	$279K	Sell	14,799 -184	-1%	-$3.43K	0.03%	197
2024 Q4	$270K	Buy	+14,983	New	+$278K	0.03%	192

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TRUE Private Wealth Advisors's DIV Position: Q3 2025 in Review

TRUE Private Wealth Advisors sold out of Global X SuperDividend US ETF (DIV) in Q3 2025, closing a stake of 12,175 shares — an estimated $214K sold.

TRUE Private Wealth Advisors first reported a position in DIV in Q4 2024 and held it in 3 quarters. The position peaked at $279K in Q1 2025. 119 funds tracked by Wall St. Rank hold DIV as of Q3 2025.

TRUE Private Wealth Advisors reported no remaining Global X SuperDividend US ETF position as of Q3 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 12,175 Global X SuperDividend US ETF shares in Q3 2025, an estimated $214K.
TRUE Private Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q4 2024 and held it in 3 quarters.
TRUE Private Wealth Advisors's Global X SuperDividend US ETF position peaked at $279K in Q1 2025.
119 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.