Hazlett, Burt & Watson’s Global X SuperDividend ETF SDIV Stock Holding History

Hazlett, Burt & Watson’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	-222	Closed	-$5K	–	832
2024 Q4	$5K	Buy	222 +6	+3%	+$131	﹤0.01%	624
2024 Q3	$5K	Buy	216 +5	+2%	+$112	﹤0.01%	607
2024 Q2	$5K	Buy	211 +6	+3%	+$132	﹤0.01%	596
2024 Q1	$4K	Buy	205 +6	+3%	+$129	﹤0.01%	609
2023 Q4	$4K	Buy	199 +5	+3%	+$107	﹤0.01%	579
2023 Q3	$4K	Buy	+194	New	+$4.37K	﹤0.01%	591

Other funds holding SDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Hazlett, Burt & Watson's SDIV Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of Global X SuperDividend ETF (SDIV) in Q1 2025, closing a stake of 222 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in SDIV in Q3 2023 and held it in 6 quarters. The position peaked at $5K in Q4 2024. 85 funds tracked by Wall St. Rank hold SDIV as of Q1 2025.

Hazlett, Burt & Watson reported no remaining Global X SuperDividend ETF position as of Q1 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 222 Global X SuperDividend ETF shares in Q1 2025, an estimated $5K.
Hazlett, Burt & Watson first reported a position in Global X SuperDividend ETF in Q3 2023 and held it in 6 quarters.
Hazlett, Burt & Watson's Global X SuperDividend ETF position peaked at $5K in Q4 2024.
85 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.