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GeoWealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-379
Closed -$7.82K – 1685
2024
Q4 		$7.82K Buy
+379
New +$8.3K ﹤0.01% 1510
2024
Q3 		– Sell
-28,023
Closed -$617K – 1720
2024
Q2 		$617K Sell
28,023
-28,382
-50% -$624K 0.03% 376
2024
Q1 		$1.22M Sell
56,405
-1,035
-2% -$22.3K 0.05% 257
2023
Q4 		$1.29M Sell
57,440
-6,067
-10% -$130K 0.11% 184
2023
Q3 		$1.39M Sell
63,507
-48,093
-43% -$1.08M 0.16% 116
2023
Q2 		$2.52M Buy
+111,600
New +$2.48M 0.27% 74
2022
Q4 		– Sell
-2,205
Closed -$50K – 393
2022
Q3 		$50K Buy
+2,205
New +$58.9K 0.01% 290
2022
Q2 		– Sell
-3,050
Closed -$105K – 390
2022
Q1 		$105K Buy
3,050
+68
+2% +$2.41K 0.01% 322
2021
Q4 		$110K Sell
2,982
-439
-13% -$16.8K 0.01% 304
2021
Q3 		$136K Sell
3,421
-326
-9% -$13.1K 0.01% 307
2021
Q2 		$159K Buy
3,747
+118
+3% +$5.03K 0.02% 202
2021
Q1 		$151K Buy
3,629
+36
+1% +$1.46K 0.02% 179
2020
Q4 		$138K Sell
3,593
-176
-5% -$6.25K 0.02% 192
2020
Q3 		$122K Sell
3,769
-2,095
-36% -$70.4K 0.04% 153
2020
Q2 		$194K Buy
+5,864
New +$182K 0.08% 149
2020
Q1 		– Sell
-6,610
Closed -$350K – 118
2019
Q4 		$350K Sell
6,610
-5,358
-45% -$276K 0.19% 69
2019
Q3 		$609K Buy
11,968
+835
+8% +$42K 0.14% 90
2019
Q2 		$575K Buy
+11,133
New +$584K 1.51% 16

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

GeoWealth Management's SDIV Position: Q1 2025 in Review

GeoWealth Management sold out of Global X SuperDividend ETF (SDIV) in Q1 2025, closing a stake of 379 shares — an estimated $7.82K sold.

GeoWealth Management first reported a position in SDIV in Q2 2019 and held it in 18 quarters. The position peaked at $2.52M in Q2 2023. 85 funds tracked by Wall St. Rank hold SDIV as of Q1 2025.

  • GeoWealth Management reported no remaining Global X SuperDividend ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 379 Global X SuperDividend ETF shares in Q1 2025, an estimated $7.82K.
  • GeoWealth Management first reported a position in Global X SuperDividend ETF in Q2 2019 and held it in 18 quarters.
  • GeoWealth Management's Global X SuperDividend ETF position peaked at $2.52M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.