Bartlett & Co Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-263	Closed	-$5.52K	–	1317
2025 Q1	$5.52K	Buy	+263	New	+$5.54K	﹤0.01%	978

Other funds holding SDIV

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 New York $1.66T AUM 25.57% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bartlett & Co Wealth Management's SDIV Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q2 2025, closing a stake of 263 shares — an estimated $5.52K sold.

Bartlett & Co Wealth Management first reported a position in SDIV in Q1 2025 and held it in 1 quarter. The position peaked at $5.52K in Q1 2025. 103 funds tracked by Wall St. Rank hold SDIV as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining Global X SuperDividend ETF position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 263 Global X SuperDividend ETF shares in Q2 2025, an estimated $5.52K.
Bartlett & Co Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2025 and held it in 1 quarter.
Bartlett & Co Wealth Management's Global X SuperDividend ETF position peaked at $5.52K in Q1 2025.
103 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.