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Optima Capital’s Global X SuperDividend ETF SDIV Stock Holding History

Optima Capital’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 		$400K Buy
16,377
+135
+0.8% +$3.42K 0.16% 110
2026
Q1 		$410K Buy
16,242
+1,326
+9% +$33.7K 0.19% 105
2025
Q4 		$360K Buy
+14,916
New +$356K 0.16% 110

Other funds holding SDIV

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Optima Capital's SDIV Position: Q2 2026 in Review

Optima Capital increased its Global X SuperDividend ETF (SDIV) stake by 0.83% in Q2 2026, buying an estimated $3.42K and bringing the position to 16,377 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #110.

Optima Capital first reported a position in SDIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q1 2026. 24 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Optima Capital held 16,377 shares of Global X SuperDividend ETF worth $400K as of Q2 2026.
  • Optima Capital bought 135 Global X SuperDividend ETF shares in Q2 2026, an estimated $3.42K.
  • Global X SuperDividend ETF made up 0.16% of Optima Capital's portfolio in Q2 2026, its #110 holding.
  • Optima Capital first reported a position in Global X SuperDividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Optima Capital's Global X SuperDividend ETF position peaked at $410K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.