Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Global X SuperDividend ETF SDIV Stock Holding History

Wealth Enhancement Advisory Services’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	$898K	Sell	36,489 -572	-2%	-$14.5K	﹤0.01%	2154
2026 Q1	$940K	Sell	37,061 -50,156	-58%	-$1.27M	﹤0.01%	1849
2025 Q4	$2.13M	Sell	87,217 -12,399	-12%	-$296K	﹤0.01%	1473
2025 Q3	$2.34M	Buy	99,616 +12,095	+14%	+$285K	﹤0.01%	1349
2025 Q2	$2M	Sell	87,521 -213	-0.2%	-$4.47K	﹤0.01%	1349
2025 Q1	$1.84M	Sell	87,734 -88,059	-50%	-$1.86M	﹤0.01%	1289
2024 Q4	$3.62M	Buy	+175,793	New	+$3.85M	0.01%	919

Other funds holding SDIV

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return