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Lifestyle Asset Management’s Global X SuperDividend ETF SDIV Stock Holding History

Lifestyle Asset 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
2025
Q4 		– Sell
-14,687
Closed -$352K – 147
2025
Q3 		$352K Buy
14,687
+315
+2% +$7.42K 0.12% 103
2025
Q2 		$324K Buy
+14,372
New +$302K 0.15% 96

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Howard Capital Management
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lifestyle Asset Management's SDIV Position: Q4 2025 in Review

Lifestyle Asset Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2025, closing a stake of 14,687 shares — an estimated $352K sold.

Lifestyle Asset Management first reported a position in SDIV in Q2 2025 and held it in 2 quarters. The position peaked at $352K in Q3 2025. 112 funds tracked by Wall St. Rank hold SDIV as of Q4 2025.

  • Lifestyle Asset Management reported no remaining Global X SuperDividend ETF position as of Q4 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 14,687 Global X SuperDividend ETF shares in Q4 2025, an estimated $352K.
  • Lifestyle Asset Management first reported a position in Global X SuperDividend ETF in Q2 2025 and held it in 2 quarters.
  • Lifestyle Asset Management's Global X SuperDividend ETF position peaked at $352K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2025.

Based on Lifestyle Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.