TIM
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Total Investment Management’s Global X SuperDividend ETF SDIV Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-1,506
Closed -$34K – 708
2025
Q2 		$34K Buy
+1,506
New +$31.6K ﹤0.01% 201

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 $6.11B AUM 33.56% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Investment Management's SDIV Position: Q3 2025 in Review

Total Investment Management sold out of Global X SuperDividend ETF (SDIV) in Q3 2025, closing a stake of 1,506 shares — an estimated $34K sold.

Total Investment Management first reported a position in SDIV in Q2 2025 and held it in 1 quarter. The position peaked at $34K in Q2 2025. 106 funds tracked by Wall St. Rank hold SDIV as of Q3 2025.

  • Total Investment Management reported no remaining Global X SuperDividend ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 1,506 Global X SuperDividend ETF shares in Q3 2025, an estimated $34K.
  • Total Investment Management first reported a position in Global X SuperDividend ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's Global X SuperDividend ETF position peaked at $34K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.