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Synergy Asset Management’s Global X SuperDividend ETF SDIV Stock Holding History

Synergy Asset 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 		– Sell
-66,739
Closed -$1.69M – 321
2026
Q1 		$1.69M Buy
+66,739
New +$1.7M 0.18% 83
2025
Q4 		– Sell
-174,992
Closed -$4.02M – 293
2025
Q3 		$4.02M Buy
174,992
+87,496
+100% +$2.06M 0.15% 91
2025
Q2 		$1.97M Buy
+87,496
New +$1.84M 0.23% 65

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
PS
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Synergy Asset Management's SDIV Position: Q2 2026 in Review

Synergy Asset Management sold out of Global X SuperDividend ETF (SDIV) in Q2 2026, closing a stake of 66,739 shares — an estimated $1.69M sold.

Synergy Asset Management first reported a position in SDIV in Q2 2025 and held it in 3 quarters. The position peaked at $4.02M in Q3 2025. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Synergy Asset Management reported no remaining Global X SuperDividend ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 66,739 Global X SuperDividend ETF shares in Q2 2026, an estimated $1.69M.
  • Synergy Asset Management first reported a position in Global X SuperDividend ETF in Q2 2025 and held it in 3 quarters.
  • Synergy Asset Management's Global X SuperDividend ETF position peaked at $4.02M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.