Avior Wealth Management
SDIV icon

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

Avior 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
2025
Q4 		– Sell
-17,235
Closed -$413K – 776
2025
Q3 		$413K Buy
+17,235
New +$406K 0.01% 500
2021
Q1 		– Sell
-12
Closed – – 1125
2020
Q4 		$0 Buy
+12
New +$427 ﹤0.01% 1068

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Principal Securities
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Avior Wealth Management's SDIV Position: Q4 2025 in Review

Avior Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2025, closing a stake of 17,235 shares — an estimated $413K sold.

Avior Wealth Management first reported a position in SDIV in Q4 2020 and held it in 2 quarters. The position peaked at $413K in Q3 2025. 112 funds tracked by Wall St. Rank hold SDIV as of Q4 2025.

  • Avior Wealth Management reported no remaining Global X SuperDividend ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 17,235 Global X SuperDividend ETF shares in Q4 2025, an estimated $413K.
  • Avior Wealth Management first reported a position in Global X SuperDividend ETF in Q4 2020 and held it in 2 quarters.
  • Avior Wealth Management's Global X SuperDividend ETF position peaked at $413K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.