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 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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waterloo Capital's SDIV Position: Q1 2026 in Review

Waterloo Capital held its Global X SuperDividend ETF (SDIV) position steady in Q1 2026 at 10,251 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #422.

Waterloo Capital first reported a position in SDIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $733K in Q4 2023. 121 funds tracked by Wall St. Rank hold SDIV as of Q1 2026.

Waterloo Capital held 10,251 shares of Global X SuperDividend ETF worth $259K as of Q1 2026.
Waterloo Capital left its Global X SuperDividend ETF share count unchanged in Q1 2026.
Global X SuperDividend ETF made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #422 holding.
Waterloo Capital first reported a position in Global X SuperDividend ETF in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's Global X SuperDividend ETF position peaked at $733K in Q4 2023.
121 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.