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

Independent 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	$496K	Buy	20,287 +6,602	+48%	+$167K	0.01%	997
2026 Q1	$346K	Buy	13,685 +794	+6%	+$20.2K	0.01%	1098
2025 Q4	$310K	Hold	12,891	–	–	0.01%	1133
2025 Q3	$309K	Sell	12,891 -535	-4%	-$12.6K	0.01%	1078
2025 Q2	$303K	Buy	+13,426	New	+$282K	0.01%	1026
2024 Q4	–	Sell	-40,789	Closed	-$960K	–	1234
2024 Q3	$960K	Buy	+40,789	New	+$912K	0.04%	451
2022 Q4	–	Sell	-8,076	Closed	-$183K	–	813
2022 Q3	$183K	Sell	8,076 -1,008	-11%	-$26.9K	0.02%	679
2022 Q2	$253K	Sell	9,084 -455	-5%	-$14.2K	0.03%	559
2022 Q1	$328K	Buy	9,539 +5,448	+133%	+$193K	0.03%	566
2021 Q4	$151K	Hold	4,091	–	–	0.01%	747
2021 Q3	$162K	Buy	4,091 +64	+2%	+$2.58K	0.02%	684
2021 Q2	$171K	Buy	4,027 +33	+0.8%	+$1.41K	0.02%	683
2021 Q1	$167K	Buy	+3,994	New	+$161K	0.02%	612

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

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

Independent Financial Group increased its Global X SuperDividend ETF (SDIV) stake by 48% in Q2 2026, buying an estimated $167K and bringing the position to 20,287 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #997.

Independent Financial Group first reported a position in SDIV in Q1 2021 and has held it in 13 quarters since. The position peaked at $960K in Q3 2024. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

Independent Financial Group held 20,287 shares of Global X SuperDividend ETF worth $496K as of Q2 2026.
Independent Financial Group bought 6,602 Global X SuperDividend ETF shares in Q2 2026, an estimated $167K.
Global X SuperDividend ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #997 holding.
Independent Financial Group first reported a position in Global X SuperDividend ETF in Q1 2021 and has held it in 13 quarters since.
Independent Financial Group's Global X SuperDividend ETF position peaked at $960K in Q3 2024.
119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.