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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
Q2 		$30.2K Sell
1,237
-324
-21% -$8.2K ﹤0.01% 666
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AE Wealth Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SHP Wealth Management's SDIV Position: Q2 2026 in Review

SHP Wealth Management reduced its Global X SuperDividend ETF (SDIV) stake by 21% in Q2 2026, selling an estimated $8.2K and leaving 1,237 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

SHP Wealth Management first reported a position in SDIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.2K in Q4 2025. 118 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • SHP Wealth Management held 1,237 shares of Global X SuperDividend ETF worth $30.2K as of Q2 2026.
  • SHP Wealth Management sold 324 Global X SuperDividend ETF shares in Q2 2026, an estimated $8.2K.
  • Global X SuperDividend ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #666 holding.
  • SHP Wealth Management first reported a position in Global X SuperDividend ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Global X SuperDividend ETF position peaked at $40.2K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.