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 Q3	$488K	Buy	20,891 +604	+3%	+$14.9K	0.01%	1025
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Independent Financial Group's SDIV Position: Q3 2026 in Review

Independent Financial Group increased its Global X SuperDividend ETF (SDIV) stake by 3% in Q3 2026, buying an estimated $14.9K and bringing the position to 20,891 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1025.

Independent Financial Group first reported a position in SDIV in Q1 2021 and has held it in 14 quarters since. The position peaked at $960K in Q3 2024. 10 funds tracked by Wall St. Rank hold SDIV as of Q3 2026.

Independent Financial Group held 20,891 shares of Global X SuperDividend ETF worth $488K as of Q3 2026.
Independent Financial Group bought 604 Global X SuperDividend ETF shares in Q3 2026, an estimated $14.9K.
Global X SuperDividend ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1025 holding.
Independent Financial Group first reported a position in Global X SuperDividend ETF in Q1 2021 and has held it in 14 quarters since.
Independent Financial Group's Global X SuperDividend ETF position peaked at $960K in Q3 2024.
10 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.