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Brookwood Investment Group’s Global X SuperDividend ETF SDIV Stock Holding History

Brookwood Investment Group’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
Q3 		– Sell
-13,726
Closed -$310K – 536
2025
Q2 		$310K Buy
+13,726
New +$288K 0.05% 324

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
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brookwood Investment Group's SDIV Position: Q3 2025 in Review

Brookwood Investment Group sold out of Global X SuperDividend ETF (SDIV) in Q3 2025, closing a stake of 13,726 shares — an estimated $310K sold.

Brookwood Investment Group first reported a position in SDIV in Q2 2025 and held it in 1 quarter. The position peaked at $310K in Q2 2025. 106 funds tracked by Wall St. Rank hold SDIV as of Q3 2025.

  • Brookwood Investment Group reported no remaining Global X SuperDividend ETF position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 13,726 Global X SuperDividend ETF shares in Q3 2025, an estimated $310K.
  • Brookwood Investment Group first reported a position in Global X SuperDividend ETF in Q2 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Global X SuperDividend ETF position peaked at $310K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.