Goldstone Financial Group, LLC SDIV — GLOBAL X FDS

Ownership history in Goldstone Financial Group, LLC  ·  7 quarters on record

AI Ownership Summary

Goldstone Financial Group, LLC reported GLOBAL X FDS (SDIV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q3. The latest visible filing shows SDIV at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goldstone Financial Group, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SDIV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDIV stock page Goldstone Financial Group, LLC fund profile Goldstone Financial Group, LLC full holdings
How Goldstone Financial Group, LLC held SDIV — position size vs. price
% of Fund (quarterly)    SDIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 40,588 -2,017 -4.7% 0.11% $1.0M 2026-04-24 $25.79
2025 Q4 REDUCED — — — 42,605 -689 -1.6% 0.11% $1.0M 2026-02-13 $25.54
2025 Q3 REDUCED — — — 43,294 -1,157 -2.6% 0.12% $1.0M 2025-10-17 $22.15
2025 Q2 REDUCED — — — 44,451 -606 -1.3% 0.13% $1.0M 2025-07-08 $21.51
2025 Q1 REDUCED 8.1% +10.6% ❌ 45,057 -3,960 -8.1% 0.14% $945K 2025-04-16 $17.52
2024 Q4 ADDED — — — 49,017 +6,139 +14.3% 0.16% $1.0M 2025-01-15 $18.42
2024 Q3 INITIATED — — — 42,878 — — 0.18% $1.0M 2024-10-28 $19.23

🏢 Other funds also holding SDIV

As of 2026 Q1 — sorted by position size

Sterling Manor Financial, LLC 3Y 0.46% C2C Wealth Management, LLC 3Y 0.35% APS Management Group, Inc. 0.31% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.21% KINGSWOOD WEALTH ADVISORS, LLC 0.14% Fiduciary Alliance LLC 3Y 0.05% SBI Securities Co., Ltd. 0.03% Eagle Strategies LLC 3Y 0.03% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.03% Advocate Investing Services LLC 0.02%

FAQ About Goldstone Financial Group, LLC and SDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goldstone Financial Group, LLC reported owning SDIV?

Goldstone Financial Group, LLC reported SDIV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SDIV position in Goldstone Financial Group, LLC's portfolio?

The largest reported portfolio weight for SDIV was 0.18% in 2024 Q3.

What is the latest reported SDIV position on this page?

The most recent filing on this page is 2026 Q1, when Goldstone Financial Group, LLC reported 40,588 shares, equal to 0.11% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SDIV ownership page compare?

The chart compares Goldstone Financial Group, LLC's quarterly SDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Goldstone Financial Group, LLC time their SDIV position?

Based on 13F filing dates vs. subsequent SDIV price moves, Goldstone Financial Group, LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on SDIV relative to SPY over the holding period was +4.8%.

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