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Atria Wealth Solutions’s Global X SuperDividend ETF SDIV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$214K Sell
9,467
-3,254
-26% -$68.4K ﹤0.01% 1357
2025
Q1 		$267K Buy
+12,721
New +$268K ﹤0.01% 1544
2022
Q3 		– Sell
-4,617
Closed -$129K – 1843
2022
Q2 		$129K Buy
4,617
+830
+22% +$25.9K ﹤0.01% 1509
2022
Q1 		$130K Buy
+3,787
New +$134K ﹤0.01% 1647

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return