Western Wealth Management
SDIV icon

Western Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History

Western Wealth 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
Q3 		$315K Buy
13,486
+537
+4% +$13.2K 0.01% 773
2026
Q2 		$316K Buy
12,949
+54
+0.4% +$1.37K 0.01% 820
2026
Q1 		$326K Buy
12,895
+1,056
+9% +$26.8K 0.01% 771
2025
Q4 		$285K Sell
11,839
-3,960
-25% -$94.6K 0.01% 680
2025
Q3 		$379K Buy
15,799
+85
+0.5% +$2K 0.02% 523
2025
Q2 		$354K Sell
15,714
-2,199
-12% -$46.2K 0.02% 514
2025
Q1 		$376K Sell
17,913
-556
-3% -$11.7K 0.02% 462
2024
Q4 		$381K Buy
18,469
+229
+1% +$5.01K 0.02% 533
2024
Q3 		$429K Buy
18,240
+82
+0.5% +$1.83K 0.02% 498
2024
Q2 		$400K Buy
18,158
+81
+0.4% +$1.78K 0.03% 419
2024
Q1 		$391K Buy
18,077
+1,876
+12% +$40.4K 0.03% 427
2023
Q4 		$365K Buy
16,201
+6,121
+61% +$131K 0.03% 497
2023
Q3 		$221K Buy
10,080
+1,169
+13% +$26.4K 0.02% 581
2023
Q2 		$201K Buy
+8,911
New +$198K 0.02% 610
2022
Q4 		– Sell
-4,232
Closed -$97K – 769
2022
Q3 		$97K Hold
4,232
– – 0.01% 783
2022
Q2 		$117K Hold
4,232
– – 0.01% 761
2022
Q1 		$146K Buy
+4,232
New +$150K 0.01% 802

Other funds holding SDIV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Western Wealth Management's SDIV Position: Q3 2026 in Review

Western Wealth Management increased its Global X SuperDividend ETF (SDIV) stake by 4.1% in Q3 2026, buying an estimated $13.2K and bringing the position to 13,486 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #773.

Western Wealth Management first reported a position in SDIV in Q1 2022 and has held it in 17 quarters since. The position peaked at $429K in Q3 2024. 82 funds tracked by Wall St. Rank hold SDIV as of Q3 2026.

  • Western Wealth Management held 13,486 shares of Global X SuperDividend ETF worth $315K as of Q3 2026.
  • Western Wealth Management bought 537 Global X SuperDividend ETF shares in Q3 2026, an estimated $13.2K.
  • Global X SuperDividend ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #773 holding.
  • Western Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2022 and has held it in 17 quarters since.
  • Western Wealth Management's Global X SuperDividend ETF position peaked at $429K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.