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Waterloo Capital’s Global X SuperDividend ETF SDIV Stock Holding History

Waterloo Capital’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
-10,251
Closed -$259K – 595
2026
Q1 		$259K Hold
10,251
– – 0.02% 422
2025
Q4 		$246K Hold
10,251
– – 0.02% 412
2025
Q3 		$246K Hold
10,251
– – 0.02% 397
2025
Q2 		$231K Hold
10,251
– – 0.02% 415
2025
Q1 		$215K Hold
10,251
– – 0.02% 367
2024
Q4 		$211K Sell
10,251
-4,128
-29% -$90.4K 0.02% 344
2024
Q3 		$338K Buy
14,379
+199
+1% +$4.45K 0.04% 287
2024
Q2 		$312K Sell
14,180
-11,280
-44% -$248K 0.04% 285
2024
Q1 		$551K Sell
25,460
-7,046
-22% -$152K 0.07% 211
2023
Q4 		$733K Buy
+32,506
New +$695K 0.12% 167

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

Waterloo Capital's SDIV Position: Q2 2026 in Review

Waterloo Capital sold out of Global X SuperDividend ETF (SDIV) in Q2 2026, closing a stake of 10,251 shares — an estimated $259K sold.

Waterloo Capital first reported a position in SDIV in Q4 2023 and held it in 10 quarters. The position peaked at $733K in Q4 2023. 119 funds tracked by Wall St. Rank hold SDIV as of Q2 2026.

  • Waterloo Capital reported no remaining Global X SuperDividend ETF position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 10,251 Global X SuperDividend ETF shares in Q2 2026, an estimated $259K.
  • Waterloo Capital first reported a position in Global X SuperDividend ETF in Q4 2023 and held it in 10 quarters.
  • Waterloo Capital's Global X SuperDividend ETF position peaked at $733K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.