SAG
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SageView Advisory Group’s Global X SuperDividend ETF SDIV Stock Holding History

SageView Advisory 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
Q1 		– Sell
-8,389
Closed -$202K – 2090
2025
Q4 		$202K Sell
8,389
-360
-4% -$8.6K 0.01% 599
2025
Q3 		$210K Sell
8,749
-3,013
-26% -$71K 0.01% 618
2025
Q2 		$278K Sell
11,762
-1,258
-10% -$26.4K 0.01% 516
2025
Q1 		$273K Sell
13,020
-2,993
-19% -$63.1K 0.01% 495
2024
Q4 		$330K Buy
+16,013
New +$351K 0.01% 433

Other funds holding SDIV

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

SageView Advisory Group's SDIV Position: Q1 2026 in Review

SageView Advisory Group sold out of Global X SuperDividend ETF (SDIV) in Q1 2026, closing a stake of 8,389 shares — an estimated $202K sold.

SageView Advisory Group first reported a position in SDIV in Q4 2024 and held it in 5 quarters. The position peaked at $330K in Q4 2024. 123 funds tracked by Wall St. Rank hold SDIV as of Q1 2026.

  • SageView Advisory Group reported no remaining Global X SuperDividend ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 8,389 Global X SuperDividend ETF shares in Q1 2026, an estimated $202K.
  • SageView Advisory Group first reported a position in Global X SuperDividend ETF in Q4 2024 and held it in 5 quarters.
  • SageView Advisory Group's Global X SuperDividend ETF position peaked at $330K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.