SDIV β€” GLOBAL X FDS

Ownership history in Avior Wealth Management, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in GLOBAL X FDS (SDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    SDIV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 17,235 β€” β€” 0.01% $413K $22.89

🏒 Other funds also holding SDIV

As of 2025 Q4 β€” sorted by position size

Foguth Wealth Management, LLC. 1.49% Newbridge Financial Services Group, Inc. 3Y 0.51% Resurgent Financial Advisors LLC 3Y 0.38% Howard Capital Management Inc. 3Y 7Y 0.26% Sterling Manor Financial, LLC 3Y 0.25% CacheTech Inc. 0.21% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.19% OPTIMA CAPITAL LLC 0.16% Goldstone Financial Group, LLC 0.11% KINGSWOOD WEALTH ADVISORS, LLC 0.11%
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