BFC Planning, Inc.’s Global X SuperDividend ETF SDIV Stock Holding History

BFC Planning, Inc.’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	$28.5K	Sell	1,166 -1,000	-46%	-$25.3K	﹤0.01%	1837
2026 Q1	$54.7K	Buy	2,166 +1,000	+86%	+$25.4K	﹤0.01%	1301
2025 Q4	$28K	Hold	1,166	–	–	﹤0.01%	1599
2025 Q3	$28K	Hold	1,166	–	–	﹤0.01%	1415
2025 Q2	$26.3K	Hold	1,166	–	–	﹤0.01%	1388
2025 Q1	$24.5K	Hold	1,166	–	–	﹤0.01%	1386
2024 Q4	$24K	Buy	+1,166	New	+$25.5K	﹤0.01%	1388

Other funds holding SDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BFC Planning, Inc.'s SDIV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Global X SuperDividend ETF (SDIV) stake by 46% in Q2 2026, selling an estimated $25.3K and leaving 1,166 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

BFC Planning, Inc. first reported a position in SDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.7K in Q1 2026. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

BFC Planning, Inc. held 1,166 shares of Global X SuperDividend ETF worth $28.5K as of Q2 2026.
BFC Planning, Inc. sold 1,000 Global X SuperDividend ETF shares in Q2 2026, an estimated $25.3K.
Global X SuperDividend ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1837 holding.
BFC Planning, Inc. first reported a position in Global X SuperDividend ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Global X SuperDividend ETF position peaked at $54.7K in Q1 2026.
119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.