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Advyzon Investment Management’s Global X SuperDividend ETF SDIV Stock Holding History

Advyzon Investment Management’s Portfolio SDIV Stock Details SDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,381
Closed -$394K – 714
2025
Q4 		$394K Buy
16,381
+653
+4% +$15.6K 0.05% 378
2025
Q3 		$377K Sell
15,728
-211
-1% -$4.97K 0.06% 270
2025
Q2 		$359K Sell
15,939
-44
-0.3% -$924 0.08% 235
2025
Q1 		$335K Buy
15,983
+483
+3% +$10.2K 0.12% 157
2024
Q4 		$320K Buy
+15,500
New +$339K 0.12% 154

Other funds holding SDIV

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advyzon Investment Management's SDIV Position: Q1 2026 in Review

Advyzon Investment Management sold out of Global X SuperDividend ETF (SDIV) in Q1 2026, closing a stake of 16,381 shares — an estimated $394K sold.

Advyzon Investment Management first reported a position in SDIV in Q4 2024 and held it in 5 quarters. The position peaked at $394K in Q4 2025. 123 funds tracked by Wall St. Rank hold SDIV as of Q1 2026.

  • Advyzon Investment Management reported no remaining Global X SuperDividend ETF position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 16,381 Global X SuperDividend ETF shares in Q1 2026, an estimated $394K.
  • Advyzon Investment Management first reported a position in Global X SuperDividend ETF in Q4 2024 and held it in 5 quarters.
  • Advyzon Investment Management's Global X SuperDividend ETF position peaked at $394K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.