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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
Q3 		$47.8K Sell
2,044
-511
-20% -$12.6K 0.01% 518
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cape Investment Advisory's SDIV Position: Q3 2026 in Review

Cape Investment Advisory reduced its Global X SuperDividend ETF (SDIV) stake by 20% in Q3 2026, selling an estimated $12.6K and leaving 2,044 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #518.

Cape Investment Advisory first reported a position in SDIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $96.3K in Q4 2025. 9 funds tracked by Wall St. Rank hold SDIV as of Q3 2026.

  • Cape Investment Advisory held 2,044 shares of Global X SuperDividend ETF worth $47.8K as of Q3 2026.
  • Cape Investment Advisory sold 511 Global X SuperDividend ETF shares in Q3 2026, an estimated $12.6K.
  • Global X SuperDividend ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #518 holding.
  • Cape Investment Advisory first reported a position in Global X SuperDividend ETF in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Global X SuperDividend ETF position peaked at $96.3K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.