Optimum Investment Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

Optimum Investment Advisors’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 Q3	$24K	Hold	1,000	–	–	0.01%	426
2025 Q2	$22.6K	Hold	1,000	–	–	0.01%	428
2025 Q1	$21K	Hold	1,000	–	–	0.01%	435
2024 Q4	$20.6K	Hold	1,000	–	–	0.01%	427
2024 Q3	$23.5K	Hold	1,000	–	–	0.01%	431
2024 Q2	$22K	Hold	1,000	–	–	0.01%	440
2024 Q1	$21.6K	Hold	1,000	–	–	0.01%	450
2023 Q4	$22.6K	Hold	1,000	–	–	0.01%	432
2023 Q3	$21.9K	Buy	+1,000	New	+$22.5K	0.01%	457

Other funds holding SDIV

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Optimum Investment Advisors's SDIV Position: Q3 2025 in Review

Optimum Investment Advisors held its Global X SuperDividend ETF (SDIV) position steady in Q3 2025 at 1,000 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #426.

Optimum Investment Advisors first reported a position in SDIV in Q3 2023 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold SDIV as of Q3 2025.

Optimum Investment Advisors held 1,000 shares of Global X SuperDividend ETF worth $24K as of Q3 2025.
Optimum Investment Advisors left its Global X SuperDividend ETF share count unchanged in Q3 2025.
Global X SuperDividend ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #426 holding.
Optimum Investment Advisors first reported a position in Global X SuperDividend ETF in Q3 2023 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.