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SHP Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

SHP Wealth Management’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 		$39.4K Sell
1,561
-113
-7% -$2.87K ﹤0.01% 551
2025
Q4 		$40.2K Buy
+1,674
New +$40K ﹤0.01% 530

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's SDIV Position: Q1 2026 in Review

SHP Wealth Management reduced its Global X SuperDividend ETF (SDIV) stake by 6.8% in Q1 2026, selling an estimated $2.87K and leaving 1,561 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

SHP Wealth Management first reported a position in SDIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.2K in Q4 2025. 122 funds tracked by Wall St. Rank hold SDIV as of Q1 2026.

  • SHP Wealth Management held 1,561 shares of Global X SuperDividend ETF worth $39.4K as of Q1 2026.
  • SHP Wealth Management sold 113 Global X SuperDividend ETF shares in Q1 2026, an estimated $2.87K.
  • Global X SuperDividend ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #551 holding.
  • SHP Wealth Management first reported a position in Global X SuperDividend ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Global X SuperDividend ETF position peaked at $40.2K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.