Blue Trust Inc’s Global X SuperDividend ETF SDIV Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-80	Closed	-$1.92K	–	2657
2025 Q4	$1.92K	Hold	80	–	–	﹤0.01%	2150
2025 Q3	$1.92K	Buy	+80	New	+$1.89K	﹤0.01%	2159
2024 Q1	–	Sell	-1,059	Closed	-$23K	–	2643
2023 Q4	$23K	Hold	1,059	–	–	﹤0.01%	1226
2023 Q3	$24K	Buy	+1,059	New	+$23.9K	﹤0.01%	1116

Other funds holding SDIV

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

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

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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Blue Trust Inc's SDIV Position: Q1 2026 in Review

Blue Trust Inc sold out of Global X SuperDividend ETF (SDIV) in Q1 2026, closing a stake of 80 shares — an estimated $1.92K sold.

Blue Trust Inc first reported a position in SDIV in Q3 2023 and held it in 4 quarters. The position peaked at $24K in Q3 2023. 123 funds tracked by Wall St. Rank hold SDIV as of Q1 2026.

Blue Trust Inc reported no remaining Global X SuperDividend ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 80 Global X SuperDividend ETF shares in Q1 2026, an estimated $1.92K.
Blue Trust Inc first reported a position in Global X SuperDividend ETF in Q3 2023 and held it in 4 quarters.
Blue Trust Inc's Global X SuperDividend ETF position peaked at $24K in Q3 2023.
123 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.