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
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

LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SageView Advisory Group's SDIV Position: Q4 2025 in Review

SageView Advisory Group reduced its Global X SuperDividend ETF (SDIV) stake by 4.1% in Q4 2025, selling an estimated $8.6K and leaving 8,389 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #599.

SageView Advisory Group first reported a position in SDIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $330K in Q4 2024. 111 funds tracked by Wall St. Rank hold SDIV as of Q4 2025.

  • SageView Advisory Group held 8,389 shares of Global X SuperDividend ETF worth $202K as of Q4 2025.
  • SageView Advisory Group sold 360 Global X SuperDividend ETF shares in Q4 2025, an estimated $8.6K.
  • Global X SuperDividend ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #599 holding.
  • SageView Advisory Group first reported a position in Global X SuperDividend ETF in Q4 2024 and has held it in 5 quarters since.
  • SageView Advisory Group's Global X SuperDividend ETF position peaked at $330K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.