Goldstone Financial Group’s Global X SuperDividend ETF SDIV Stock Holding History

Goldstone Financial Group’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	$972K	Sell	39,790 -798	-2%	-$20.2K	0.09%	127
2026 Q1	$1.03M	Sell	40,588 -2,017	-5%	-$51.3K	0.11%	117
2025 Q4	$1.02M	Sell	42,605 -689	-2%	-$16.5K	0.11%	109
2025 Q3	$1.04M	Sell	43,294 -1,157	-3%	-$27.3K	0.12%	108
2025 Q2	$1.02M	Sell	44,451 -606	-1%	-$12.7K	0.13%	98
2025 Q1	$945K	Sell	45,057 -3,960	-8%	-$83.4K	0.14%	91
2024 Q4	$1.01M	Buy	49,017 +6,139	+14%	+$134K	0.16%	91
2024 Q3	$1.01M	Buy	42,878 +1,241	+3%	+$27.7K	0.18%	89
2024 Q2	$917K	Buy	41,637 +13,788	+50%	+$303K	0.18%	87
2024 Q1	$603K	Buy	27,849 +6,988	+33%	+$151K	0.14%	95
2023 Q4	$470K	Sell	20,861 -1,099	-5%	-$23.5K	0.12%	99
2023 Q3	$481K	Buy	21,960 +7,153	+48%	+$161K	0.14%	97
2023 Q2	$334K	Buy	+14,807	New	+$329K	0.1%	114

Other funds holding SDIV

LPL Financial San Diego, California $445B AUM 25.58% 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

AWM

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 22.96% 1-Year Est. Return

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

Goldstone Financial Group's SDIV Position: Q2 2026 in Review

Goldstone Financial Group reduced its Global X SuperDividend ETF (SDIV) stake by 2% in Q2 2026, selling an estimated $20.2K and leaving 39,790 shares worth $972K. The position accounts for 0.09% of the portfolio, ranked #127.

Goldstone Financial Group first reported a position in SDIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q3 2025. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

Goldstone Financial Group held 39,790 shares of Global X SuperDividend ETF worth $972K as of Q2 2026.
Goldstone Financial Group sold 798 Global X SuperDividend ETF shares in Q2 2026, an estimated $20.2K.
Global X SuperDividend ETF made up 0.09% of Goldstone Financial Group's portfolio in Q2 2026, its #127 holding.
Goldstone Financial Group first reported a position in Global X SuperDividend ETF in Q2 2023 and has held it in 13 quarters since.
Goldstone Financial Group's Global X SuperDividend ETF position peaked at $1.04M in Q3 2025.
119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.