Venturi Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Venturi Wealth 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 Q1	–	Sell	-620	Closed	-$11.2K	–	890
2024 Q4	$11.2K	Sell	620 -77	-11%	-$1.43K	﹤0.01%	1405
2024 Q3	$13K	Buy	697 +77	+12%	+$1.39K	﹤0.01%	1129
2024 Q2	$10.7K	Hold	620	–	–	﹤0.01%	1087
2024 Q1	$10.8K	Sell	620 -770	-55%	-$13.1K	﹤0.01%	919
2023 Q4	$23.9K	Hold	1,390	–	–	﹤0.01%	651
2023 Q3	$22.5K	Hold	1,390	–	–	﹤0.01%	594
2023 Q2	$23.2K	Hold	1,390	–	–	﹤0.01%	525
2023 Q1	$24.3K	Buy	+1,390	New	+$25.6K	﹤0.01%	564

Other funds holding DIV

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

GXJ

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Venturi Wealth Management's DIV Position: Q1 2025 in Review

Venturi Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q1 2025, closing a stake of 620 shares — an estimated $11.2K sold.

Venturi Wealth Management first reported a position in DIV in Q1 2023 and held it in 8 quarters. The position peaked at $24.3K in Q1 2023. 118 funds tracked by Wall St. Rank hold DIV as of Q1 2025.

Venturi Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 620 Global X SuperDividend US ETF shares in Q1 2025, an estimated $11.2K.
Venturi Wealth Management first reported a position in Global X SuperDividend US ETF in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's Global X SuperDividend US ETF position peaked at $24.3K in Q1 2023.
118 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.