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AE Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

AE Wealth 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
Q2 		$5.93M Buy
242,569
+1,682
+0.7% +$42.5K 0.03% 402
2026
Q1 		$6.08M Buy
240,887
+115,988
+93% +$2.95M 0.03% 373
2025
Q4 		$3M Buy
124,899
+104,663
+517% +$2.5M 0.02% 497
2025
Q3 		$485K Buy
20,236
+5,718
+39% +$135K ﹤0.01% 987
2025
Q2 		$327K Buy
14,518
+2,722
+23% +$57.2K ﹤0.01% 1084
2025
Q1 		$247K Buy
11,796
+1,107
+10% +$23.3K ﹤0.01% 1178
2024
Q4 		$220K Buy
+10,689
New +$234K ﹤0.01% 1234
2024
Q2 		– Sell
-10,203
Closed -$221K – 1273
2024
Q1 		$221K Sell
10,203
-7,633
-43% -$164K ﹤0.01% 1060
2023
Q4 		$397K Buy
17,836
+553
+3% +$11.8K ﹤0.01% 1572
2023
Q3 		$379K Buy
17,283
+79
+0.5% +$1.78K ﹤0.01% 1509
2023
Q2 		$388K Sell
17,204
-1,229
-7% -$27.3K ﹤0.01% 1504
2023
Q1 		$425K Sell
18,433
-430
-2% -$10.5K ﹤0.01% 1417
2022
Q4 		$453K Buy
18,863
+230
+1% +$5.52K ﹤0.01% 1353
2022
Q3 		$421K Buy
18,633
+443
+2% +$11.8K ﹤0.01% 1347
2022
Q2 		$507K Sell
18,190
-278
-2% -$8.68K ﹤0.01% 1198
2022
Q1 		$635K Buy
18,468
+1,451
+9% +$51.4K ﹤0.01% 1110
2021
Q4 		$626K Buy
17,017
+7,268
+75% +$279K ﹤0.01% 1168
2021
Q3 		$387K Buy
9,749
+179
+2% +$7.22K ﹤0.01% 1275
2021
Q2 		$406K Buy
9,570
+5,147
+116% +$220K ﹤0.01% 1219
2021
Q1 		$184K Buy
4,423
+725
+20% +$29.3K ﹤0.01% 1413
2020
Q4 		$142K Sell
3,698
-90
-2% -$3.2K ﹤0.01% 1295
2020
Q3 		$122K Sell
3,788
-1,020
-21% -$34.3K ﹤0.01% 1201
2020
Q2 		$159K Sell
4,808
-1,518
-24% -$47.1K ﹤0.01% 1171
2020
Q1 		$177K Buy
+6,326
New +$288K ﹤0.01% 1015

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

AE Wealth Management's SDIV Position: Q2 2026 in Review

AE Wealth Management increased its Global X SuperDividend ETF (SDIV) stake by 0.7% in Q2 2026, buying an estimated $42.5K and bringing the position to 242,569 shares worth $5.93M. The position accounts for 0.03% of the portfolio, ranked #402.

AE Wealth Management first reported a position in SDIV in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.08M in Q1 2026. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • AE Wealth Management held 242,569 shares of Global X SuperDividend ETF worth $5.93M as of Q2 2026.
  • AE Wealth Management bought 1,682 Global X SuperDividend ETF shares in Q2 2026, an estimated $42.5K.
  • Global X SuperDividend ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #402 holding.
  • AE Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2020 and has held it in 24 quarters since.
  • AE Wealth Management's Global X SuperDividend ETF position peaked at $6.08M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.