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Kerr Financial Planning’s Global X SuperDividend ETF SDIV Stock Holding History

Kerr Financial Planning’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 		$27K Buy
1,104
+15
+1% +$379 0.03% 243
2026
Q1 		$28.1K Sell
1,089
-983
-47% -$25K 0.02% 237
2025
Q4 		$51.9K Buy
2,072
+1,064
+106% +$25.4K 0.07% 174
2025
Q3 		$24.6K Buy
+1,008
New +$23.8K 0.03% 242

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
PS
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kerr Financial Planning's SDIV Position: Q2 2026 in Review

Kerr Financial Planning increased its Global X SuperDividend ETF (SDIV) stake by 1.4% in Q2 2026, buying an estimated $379 and bringing the position to 1,104 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #243.

Kerr Financial Planning first reported a position in SDIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.9K in Q4 2025. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Kerr Financial Planning held 1,104 shares of Global X SuperDividend ETF worth $27K as of Q2 2026.
  • Kerr Financial Planning bought 15 Global X SuperDividend ETF shares in Q2 2026, an estimated $379.
  • Global X SuperDividend ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #243 holding.
  • Kerr Financial Planning first reported a position in Global X SuperDividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Global X SuperDividend ETF position peaked at $51.9K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.