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Financial Gravity Companies’s Global X SuperDividend ETF SDIV Stock Holding History

Financial Gravity Companies’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
Q2 		$15K Buy
+666
New +$14K ﹤0.01% 507
2024
Q4 		$13.7K Hold
666
– – ﹤0.01% 506
2024
Q3 		$15.7K Buy
+666
New +$14.9K ﹤0.01% 296
2018
Q4 		$1.73M Buy
+30,147
New +$1.71M 1.57% 12
2018
Q1 		$530K Sell
8,513
-5,687
-40% -$364K 0.54% 28
2017
Q4 		$944K Buy
+14,200
New +$922K 1.08% 20

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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Financial Gravity Companies's SDIV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Global X SuperDividend ETF (SDIV) in Q2 2025: 666 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SDIV as recently as Q4 2024.

Financial Gravity Companies first reported a position in SDIV in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.73M in Q4 2018. 103 funds tracked by Wall St. Rank hold SDIV as of Q2 2025.

  • Financial Gravity Companies held 666 shares of Global X SuperDividend ETF worth $15K as of Q2 2025.
  • Global X SuperDividend ETF was a new Financial Gravity Companies position in Q2 2025.
  • Global X SuperDividend ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #507 holding.
  • Financial Gravity Companies first reported a position in Global X SuperDividend ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Global X SuperDividend ETF position peaked at $1.73M in Q4 2018.
  • 103 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.