Fiduciary Alliance LLC SDIV — GLOBAL X SUPERDIVIDEND ETF

Ownership history in Fiduciary Alliance LLC  ·  4 quarters on record

AI Ownership Summary

Fiduciary Alliance LLC reported GLOBAL X SUPERDIVIDEND ETF (SDIV) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows SDIV at 0.06% 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 Fiduciary Alliance LLC's position in GLOBAL X SUPERDIVIDEND ETF, 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 Q2

SDIV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 Fiduciary Alliance LLC fund profile Fiduciary Alliance LLC full holdings
How Fiduciary Alliance 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 34,670 +1,795 +5.5% 0.06% $847K 2026-07-20 $24.73
2026 Q1 ADDED — — — 32,875 +1,705 +5.5% 0.05% $858K 2026-04-20 $25.55
2025 Q4 ADDED — — — 31,170 +6,073 +24.2% 0.05% $749K 2026-01-22 $24.55
2025 Q3 INITIATED — — — 25,097 — — 0.04% $602K 2025-10-08 $21.93

🏢 Other funds also holding SDIV

As of 2026 Q2 — sorted by position size

Foguth Wealth Management, LLC. 0.49% APS Management Group, Inc. 0.26% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.24% Triumph Capital Management 3Y 0.12% KERR FINANCIAL PLANNING Corp 0.03% SSA SWISS ADVISORS AG 0.03% Eagle Strategies LLC 3Y 0.02% Prospera Financial Services Inc 3Y 7Y 0.02% Crews Bank & Trust 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01%

FAQ About Fiduciary Alliance 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 Fiduciary Alliance LLC reported owning SDIV?

Fiduciary Alliance LLC reported SDIV across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SDIV position in Fiduciary Alliance LLC's portfolio?

The largest reported portfolio weight for SDIV was 0.06% in 2026 Q2.

What is the latest reported SDIV position on this page?

The most recent filing on this page is 2026 Q2, when Fiduciary Alliance LLC reported 34,670 shares, equal to 0.06% of portfolio, with an estimated market value of $847K.

What does the chart on this SDIV ownership page compare?

The chart compares Fiduciary Alliance 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 Fiduciary Alliance LLC time their SDIV position?

Based on 13F filing dates vs. subsequent SDIV price moves, Fiduciary Alliance LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SDIV relative to SPY over the holding period was +1.9%.

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