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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

Atria Wealth Solutions's SDIV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X SuperDividend ETF (SDIV) stake by 26% in Q2 2025, selling an estimated $68.4K and leaving 9,467 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Atria Wealth Solutions first reported a position in SDIV in Q1 2022 and has held it in 4 quarters since. The position peaked at $267K in Q1 2025. 103 funds tracked by Wall St. Rank hold SDIV as of Q2 2025.

Atria Wealth Solutions held 9,467 shares of Global X SuperDividend ETF worth $214K as of Q2 2025.
Atria Wealth Solutions sold 3,254 Global X SuperDividend ETF shares in Q2 2025, an estimated $68.4K.
Global X SuperDividend ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1357 holding.
Atria Wealth Solutions first reported a position in Global X SuperDividend ETF in Q1 2022 and has held it in 4 quarters since.
Atria Wealth Solutions's Global X SuperDividend ETF position peaked at $267K in Q1 2025.
103 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.