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Fortis Group Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

Fortis Group Advisors’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 		$630K Buy
25,761
+4,215
+20% +$107K 0.1% 172
2026
Q1 		$563K Sell
21,546
-287
-1% -$7.3K 0.09% 181
2025
Q4 		$561K Sell
21,833
-283
-1% -$6.76K 0.09% 197
2025
Q3 		$526K Buy
22,116
+7,375
+50% +$174K 0.09% 160
2025
Q2 		$340K Buy
+14,741
New +$310K 0.06% 176

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

Fortis Group Advisors's SDIV Position: Q2 2026 in Review

Fortis Group Advisors increased its Global X SuperDividend ETF (SDIV) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 25,761 shares worth $630K. The position accounts for 0.1% of the portfolio, ranked #172.

Fortis Group Advisors first reported a position in SDIV in Q2 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Fortis Group Advisors held 25,761 shares of Global X SuperDividend ETF worth $630K as of Q2 2026.
  • Fortis Group Advisors bought 4,215 Global X SuperDividend ETF shares in Q2 2026, an estimated $107K.
  • Global X SuperDividend ETF made up 0.1% of Fortis Group Advisors's portfolio in Q2 2026, its #172 holding.
  • Fortis Group Advisors first reported a position in Global X SuperDividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.