Private Trust Company’s Global X SuperDividend ETF SDIV Stock Holding History

Private Trust Company’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	$61.1K	Buy	2,500 +1,334	+114%	+$33.7K	﹤0.01%	1285
2026 Q1	$29.5K	Hold	1,166	–	–	﹤0.01%	1523
2025 Q4	$28K	Hold	1,166	–	–	﹤0.01%	1513
2025 Q3	$28K	Hold	1,166	–	–	﹤0.01%	1501
2025 Q2	$26.3K	Hold	1,166	–	–	﹤0.01%	1459
2025 Q1	$24.5K	Hold	1,166	–	–	﹤0.01%	1479
2024 Q4	$24K	Hold	1,166	–	–	﹤0.01%	1428
2024 Q3	$27.4K	Hold	1,166	–	–	﹤0.01%	1352
2024 Q2	$25.7K	Hold	1,166	–	–	﹤0.01%	1362
2024 Q1	$25.2K	Hold	1,166	–	–	﹤0.01%	1356
2023 Q4	$26.3K	Hold	1,166	–	–	﹤0.01%	1300
2023 Q3	$25.5K	Hold	1,166	–	–	﹤0.01%	1267
2023 Q2	$26.3K	Hold	1,166	–	–	﹤0.01%	1265
2023 Q1	$26.9K	Sell	1,166 -840	-42%	-$20.6K	﹤0.01%	1226
2022 Q4	$48K	Buy	2,006 +88	+5%	+$2.11K	0.01%	970
2022 Q3	$43K	Sell	1,918 -9	-0.5%	-$240	0.01%	937
2022 Q2	$54K	Buy	+1,927	New	+$60.1K	0.01%	895
2019 Q3	–	Sell	-5,799	Closed	-$299K	–	382
2019 Q2	$299K	Sell	5,799 -318	-5%	-$16.7K	0.06%	292
2019 Q1	$333K	Buy	6,117 +151	+3%	+$8.4K	0.07%	282
2018 Q4	$306K	Buy	5,966 +650	+12%	+$36.8K	0.07%	275
2018 Q3	$325K	Buy	5,316 +1,233	+30%	+$76.7K	0.07%	292
2018 Q2	$256K	Hold	4,083	–	–	0.06%	320
2018 Q1	$253K	Hold	4,083	–	–	0.06%	319
2017 Q4	$266K	Hold	4,083	–	–	0.06%	310
2017 Q3	$269K	Hold	4,083	–	–	0.06%	316
2017 Q2	$265K	Hold	4,083	–	–	0.06%	312
2017 Q1	$262K	Buy	4,083 +500	+14%	+$31.9K	0.06%	307
2016 Q4	$223K	Buy	3,583 +166	+5%	+$10.2K	0.05%	291
2016 Q3	$220K	Buy	+3,417	New	+$219K	0.05%	297
2014 Q4	–	Sell	-167	Closed	-$12K	–	1024
2014 Q3	$12K	Hold	167	–	–	﹤0.01%	1034
2014 Q2	$13K	Buy	+167	New	+$12.6K	﹤0.01%	996

Other funds holding SDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Trust Company's SDIV Position: Q2 2026 in Review

Private Trust Company increased its Global X SuperDividend ETF (SDIV) stake by 114% in Q2 2026, buying an estimated $33.7K and bringing the position to 2,500 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Private Trust Company first reported a position in SDIV in Q2 2014 and has held it in 31 quarters since. The position peaked at $333K in Q1 2019. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

Private Trust Company held 2,500 shares of Global X SuperDividend ETF worth $61.1K as of Q2 2026.
Private Trust Company bought 1,334 Global X SuperDividend ETF shares in Q2 2026, an estimated $33.7K.
Global X SuperDividend ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1285 holding.
Private Trust Company first reported a position in Global X SuperDividend ETF in Q2 2014 and has held it in 31 quarters since.
Private Trust Company's Global X SuperDividend ETF position peaked at $333K in Q1 2019.
119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.