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Institute for Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

Institute for Wealth Management’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 		$36.7K Buy
+1,500
New +$37.9K ﹤0.01% 961
2022
Q4 		– Sell
-3,741
Closed -$85K – 468
2022
Q3 		$85K Sell
3,741
-931
-20% -$24.9K 0.02% 437
2022
Q2 		$130K Sell
4,672
-428
-8% -$13.4K 0.03% 507
2022
Q1 		$175K Sell
5,100
-21
-0.4% -$743 0.03% 521
2021
Q4 		$189K Sell
5,121
-31
-0.6% -$1.19K 0.03% 475
2021
Q3 		$204K Hold
5,152
– – 0.04% 460
2021
Q2 		$218K Sell
5,152
-81
-2% -$3.46K 0.04% 443
2021
Q1 		$218K Sell
5,233
-75
-1% -$3.03K 0.04% 430
2020
Q4 		$204K Sell
5,308
-463
-8% -$16.5K 0.04% 424
2020
Q3 		$186K Sell
5,771
-62
-1% -$2.08K 0.04% 398
2020
Q2 		$193K Sell
5,833
-103
-2% -$3.2K 0.05% 401
2020
Q1 		$166K Sell
5,936
-704
-11% -$32K 0.05% 376
2019
Q4 		$352K Sell
6,640
-8,294
-56% -$427K 0.08% 312
2019
Q3 		$760K Sell
14,934
-1,391
-9% -$70K 0.19% 153
2019
Q2 		$843K Sell
16,325
-2,690
-14% -$141K 0.19% 159
2019
Q1 		$1.04M Buy
19,015
+330
+2% +$18.4K 0.23% 125
2018
Q4 		$959K Sell
18,685
-1,553
-8% -$87.9K 0.39% 78
2018
Q3 		$1.22M Sell
20,238
-72
-0.4% -$4.48K 0.41% 84
2018
Q2 		$1.27M Sell
20,310
-28
-0.1% -$1.75K 0.4% 84
2018
Q1 		$1.26M Sell
20,338
-803
-4% -$51.4K 0.37% 87
2017
Q4 		$1.38M Sell
21,141
-1,106
-5% -$71.8K 0.32% 95
2017
Q3 		$1.47M Sell
22,247
-159
-0.7% -$10.4K 0.48% 66
2017
Q2 		$1.45M Buy
+22,406
New +$1.44M 0.4% 66

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Institute for Wealth Management's SDIV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global X SuperDividend ETF (SDIV) in Q2 2026: 1,500 shares worth $36.7K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SDIV as recently as Q3 2022.

Institute for Wealth Management first reported a position in SDIV in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.47M in Q3 2017. 118 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Institute for Wealth Management held 1,500 shares of Global X SuperDividend ETF worth $36.7K as of Q2 2026.
  • Global X SuperDividend ETF was a new Institute for Wealth Management position in Q2 2026.
  • Global X SuperDividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #961 holding.
  • Institute for Wealth Management first reported a position in Global X SuperDividend ETF in Q2 2017 and has held it in 23 quarters since.
  • Institute for Wealth Management's Global X SuperDividend ETF position peaked at $1.47M in Q3 2017.
  • 118 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.