Howe & Rusling’s Global X SuperDividend ETF SDIV Stock Holding History

Howe & Rusling’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
2024 Q4	–	Sell	-1,503	Closed	-$35.4K	–	455
2024 Q3	$35.4K	Buy	+1,503	New	+$33.6K	﹤0.01%	315
2017 Q1	–	Sell	-370	Closed	-$23K	–	1050
2016 Q4	$23K	Buy	+370	New	+$22.8K	0.01%	345

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Howe & Rusling's SDIV Position: Q4 2024 in Review

Howe & Rusling sold out of Global X SuperDividend ETF (SDIV) in Q4 2024, closing a stake of 1,503 shares — an estimated $35.4K sold.

Howe & Rusling first reported a position in SDIV in Q4 2016 and held it in 2 quarters. The position peaked at $35.4K in Q3 2024. 86 funds tracked by Wall St. Rank hold SDIV as of Q4 2024.

Howe & Rusling reported no remaining Global X SuperDividend ETF position as of Q4 2024 after selling out during the quarter.
Howe & Rusling sold 1,503 Global X SuperDividend ETF shares in Q4 2024, an estimated $35.4K.
Howe & Rusling first reported a position in Global X SuperDividend ETF in Q4 2016 and held it in 2 quarters.
Howe & Rusling's Global X SuperDividend ETF position peaked at $35.4K in Q3 2024.
86 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.