CPL
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Capital & Planning LLC’s Global X SuperDividend ETF SDIV Stock Holding History

Capital & Planning LLC’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 		– Sell
-214
Closed -$5.41K – 134
2026
Q1 		$5.41K Buy
+214
New +$5.44K ﹤0.01% 117

Other funds holding SDIV

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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 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital & Planning LLC's SDIV Position: Q2 2026 in Review

Capital & Planning LLC sold out of Global X SuperDividend ETF (SDIV) in Q2 2026, closing a stake of 214 shares — an estimated $5.41K sold.

Capital & Planning LLC first reported a position in SDIV in Q1 2026 and held it in 1 quarter. The position peaked at $5.41K in Q1 2026. 118 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Capital & Planning LLC reported no remaining Global X SuperDividend ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 214 Global X SuperDividend ETF shares in Q2 2026, an estimated $5.41K.
  • Capital & Planning LLC first reported a position in Global X SuperDividend ETF in Q1 2026 and held it in 1 quarter.
  • Capital & Planning LLC's Global X SuperDividend ETF position peaked at $5.41K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.