Strategic Financial Concepts’s Global X SuperDividend ETF SDIV Stock Holding History

Strategic Financial Concepts’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	$1.26M	Sell	51,707 -1,274	-2%	-$32.2K	0.37%	68
2026 Q1	$1.34M	Buy	+52,981	New	+$1.35M	0.33%	78
2025 Q4	–	Sell	-51,796	Closed	-$1.24M	–	268
2025 Q3	$1.24M	Sell	51,796 -469	-0.9%	-$11.1K	0.18%	65
2025 Q2	$1.18M	Sell	52,265 -1,302	-2%	-$27.4K	0.17%	71
2025 Q1	$1.12M	Sell	53,567 -659	-1%	-$13.9K	0.21%	108
2024 Q4	$1.12M	Buy	54,226 +1,172	+2%	+$25.7K	0.21%	100
2024 Q3	$1.25M	Sell	53,054 -1,138,855	-96%	-$25.5M	0.4%	52
2024 Q2	$114K	Buy	+1,191,909	New	+$26.2M	0.07%	167
2023 Q4	–	Sell	-20,157	Closed	-$442K	–	241
2023 Q3	$442K	Sell	20,157 -167	-0.8%	-$3.77K	0.15%	144
2023 Q2	$459K	Sell	20,324 -593	-3%	-$13.2K	0.17%	129
2023 Q1	$482K	Buy	+20,917	New	+$513K	0.19%	115

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

Strategic Financial Concepts's SDIV Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Global X SuperDividend ETF (SDIV) stake by 2.4% in Q2 2026, selling an estimated $32.2K and leaving 51,707 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #68.

Strategic Financial Concepts first reported a position in SDIV in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2026. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

Strategic Financial Concepts held 51,707 shares of Global X SuperDividend ETF worth $1.26M as of Q2 2026.
Strategic Financial Concepts sold 1,274 Global X SuperDividend ETF shares in Q2 2026, an estimated $32.2K.
Global X SuperDividend ETF made up 0.37% of Strategic Financial Concepts's portfolio in Q2 2026, its #68 holding.
Strategic Financial Concepts first reported a position in Global X SuperDividend ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Global X SuperDividend ETF position peaked at $1.34M in Q1 2026.
119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.