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

Newbridge Financial Services 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 		$3.3M Sell
135,085
-2,096
-2% -$53K 0.41% 59
2026
Q1 		$3.47M Buy
137,181
+1,509
+1% +$38.4K 0.57% 46
2025
Q4 		$3.26M Buy
135,672
+2,161
+2% +$51.6K 0.51% 46
2025
Q3 		$3.2M Buy
133,511
+4,339
+3% +$102K 0.48% 49
2025
Q2 		$2.91M Buy
129,172
+5,195
+4% +$109K 0.47% 47
2025
Q1 		$2.6M Buy
123,977
+21,369
+21% +$450K 0.63% 38
2024
Q4 		$2.12M Buy
102,608
+18,508
+22% +$405K 0.54% 38
2024
Q3 		$1.98M Buy
84,100
+48,137
+134% +$1.08M 0.69% 36
2024
Q2 		$792K Buy
35,963
+28,543
+385% +$628K 0.3% 64
2024
Q1 		$161K Sell
7,420
-458
-6% -$9.87K 0.07% 223
2023
Q4 		$178K Buy
7,878
+492
+7% +$10.5K 0.09% 204
2023
Q3 		$162K Sell
7,386
-359
-5% -$8.1K 0.08% 216
2023
Q2 		$175K Buy
7,745
+3,977
+106% +$88.4K 0.09% 220
2023
Q1 		$86.8K Sell
3,768
-816
-18% -$20K 0.05% 345
2022
Q4 		$110K Buy
4,584
+2,651
+137% +$63.7K 0.06% 282
2022
Q3 		$44K Buy
+1,933
New +$51.7K 0.03% 487

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

Newbridge Financial Services Group's SDIV Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Global X SuperDividend ETF (SDIV) stake by 1.5% in Q2 2026, selling an estimated $53K and leaving 135,085 shares worth $3.3M. The position accounts for 0.41% of the portfolio, ranked #59.

Newbridge Financial Services Group first reported a position in SDIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.47M in Q1 2026. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Newbridge Financial Services Group held 135,085 shares of Global X SuperDividend ETF worth $3.3M as of Q2 2026.
  • Newbridge Financial Services Group sold 2,096 Global X SuperDividend ETF shares in Q2 2026, an estimated $53K.
  • Global X SuperDividend ETF made up 0.41% of Newbridge Financial Services Group's portfolio in Q2 2026, its #59 holding.
  • Newbridge Financial Services Group first reported a position in Global X SuperDividend ETF in Q3 2022 and has held it in 16 quarters since.
  • Newbridge Financial Services Group's Global X SuperDividend ETF position peaked at $3.47M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.