QDIV — GLOBAL X FDS

Ownership history in XML Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in GLOBAL X FDS (QDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.45% (2025 Q3)
Avg. % of fund
0.43%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 145,043 -11,735 -7.5% 0.41% $5.0M $34.49
2025 Q3 INITIATED 156,778 — — 0.45% $5.5M $34.64
% of Fund (quarterly)    QDIV price (monthly, adj. close)

Other funds also holding QDIV

As of 2025 Q4 — sorted by position size

HARBOUR INVESTMENTS, INC. 3Y 0.05% Sharkey, Howes & Javer 3Y 7Y 0.03% Compound Planning, Inc. 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% ANGELES WEALTH MANAGEMENT, LLC 3Y 0.0% Costello Asset Management, INC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Creative Planning 3Y 7Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0%
← Back to XML Financial, LLC Holdings