NFP Retirement Inc’s Global X SuperDividend ETF SDIV Stock Holding History

NFP Retirement Inc’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
2022 Q3	–	Sell	-4,584	Closed	-$128K	–	232
2022 Q2	$128K	Sell	4,584 -55	-1%	-$1.72K	0.03%	224
2022 Q1	$159K	Sell	4,639 -10,251	-69%	-$363K	0.04%	214
2021 Q4	$548K	Buy	14,890 +723	+5%	+$27.7K	0.2%	79
2021 Q3	$562K	Buy	14,167 +1,022	+8%	+$41.2K	0.23%	74
2021 Q2	$557K	Sell	13,145 -6,536	-33%	-$279K	0.22%	74
2021 Q1	$821K	Sell	19,681 -9,018	-31%	-$365K	0.36%	54
2020 Q4	$1.11M	Sell	28,699 -2,304	-7%	-$81.9K	0.68%	39
2020 Q3	$1M	Buy	31,003 +1,021	+3%	+$34.3K	0.66%	44
2020 Q2	$991K	Sell	29,982 -19,242	-39%	-$597K	0.73%	38
2020 Q1	$1.38M	Buy	49,224 +3,084	+7%	+$140K	1.35%	17
2019 Q4	$2.45M	Buy	+46,140	New	+$2.38M	2.28%	10

Other funds holding SDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFP Retirement Inc's SDIV Position: Q3 2022 in Review

NFP Retirement Inc sold out of Global X SuperDividend ETF (SDIV) in Q3 2022, closing a stake of 4,584 shares — an estimated $128K sold.

NFP Retirement Inc first reported a position in SDIV in Q4 2019 and held it in 11 quarters. The position peaked at $2.45M in Q4 2019. 111 funds tracked by Wall St. Rank hold SDIV as of Q3 2022.

NFP Retirement Inc reported no remaining Global X SuperDividend ETF position as of Q3 2022 after selling out during the quarter.
NFP Retirement Inc sold 4,584 Global X SuperDividend ETF shares in Q3 2022, an estimated $128K.
NFP Retirement Inc first reported a position in Global X SuperDividend ETF in Q4 2019 and held it in 11 quarters.
NFP Retirement Inc's Global X SuperDividend ETF position peaked at $2.45M in Q4 2019.
111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2022.

Based on NFP Retirement Inc's 13F filing for Q3 2022, filed 13 Feb 2025.