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Cape Investment Advisory’s Global X SuperDividend ETF SDIV Stock Holding History

Cape Investment Advisory’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
Q2 		$62.4K Buy
+2,555
New +$64.6K 0.02% 444
2026
Q1 		– Sell
-4,009
Closed -$96.3K – 1010
2025
Q4 		$96.3K Buy
+4,009
New +$95.7K 0.03% 311
2025
Q3 		– Sell
-1,000
Closed -$22.6K – 1132
2025
Q2 		$22.6K Buy
+1,000
New +$21K 0.01% 483

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cape Investment Advisory's SDIV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X SuperDividend ETF (SDIV) in Q2 2026: 2,555 shares worth $62.4K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SDIV as recently as Q4 2025.

Cape Investment Advisory first reported a position in SDIV in Q2 2025 and has held it in 3 quarters since. The position peaked at $96.3K in Q4 2025. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Cape Investment Advisory held 2,555 shares of Global X SuperDividend ETF worth $62.4K as of Q2 2026.
  • Global X SuperDividend ETF was a new Cape Investment Advisory position in Q2 2026.
  • Global X SuperDividend ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #444 holding.
  • Cape Investment Advisory first reported a position in Global X SuperDividend ETF in Q2 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Global X SuperDividend ETF position peaked at $96.3K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.