VWM
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Valley Wealth Managers’s Global X SuperDividend US ETF DIV Stock Holding History

Valley Wealth Managers’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 		– Sell
-1
Closed -$12 – 336
2025
Q4 		$12 Hold
1
– – ﹤0.01% 357
2025
Q3 		$12 Hold
1
– – ﹤0.01% 306
2025
Q2 		$12 Hold
1
– – ﹤0.01% 300
2025
Q1 		$13 Hold
1
– – ﹤0.01% 369
2024
Q4 		$13 Hold
1
– – ﹤0.01% 400
2024
Q3 		$13 Hold
1
– – ﹤0.01% 404
2024
Q2 		$12 Hold
1
– – ﹤0.01% 380
2024
Q1 		$12 Hold
1
– – ﹤0.01% 320
2023
Q4 		$12 Sell
1
-38,772
-100% -$631K ﹤0.01% 338
2023
Q3 		$628K Buy
+38,773
New +$651K 0.05% 137

Other funds holding DIV

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
LPL Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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