Advisor Group’s Global X SuperDividend REIT ETF SRET Stock Holding History

Advisor Group’s Portfolio SRET Stock Details SRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$691K	Buy	14,987 +2,384	+19%	+$109K	﹤0.01%	1447
2019 Q3	$569K	Sell	12,603 -537	-4%	-$23.7K	﹤0.01%	1518
2019 Q2	$585K	Buy	13,140 +4,746	+57%	+$212K	﹤0.01%	1518
2019 Q1	$379K	Buy	8,394 +2,772	+49%	+$123K	﹤0.01%	1793
2018 Q4	$229K	Buy	5,622 +945	+20%	+$41.3K	﹤0.01%	1990
2018 Q3	$213K	Buy	4,677 +3,577	+325%	+$166K	﹤0.01%	2118
2018 Q2	$50K	Hold	1,100	–	–	﹤0.01%	3115
2018 Q1	$47K	Buy	1,100 +175	+19%	+$7.67K	﹤0.01%	3111
2017 Q4	$43K	Sell	925 -32	-3%	-$1.49K	﹤0.01%	3192
2017 Q3	$45K	Hold	957	–	–	﹤0.01%	3024
2017 Q2	$44K	Hold	957	–	–	﹤0.01%	2930
2017 Q1	$43K	Hold	957	–	–	﹤0.01%	2838
2016 Q4	$41K	Sell	957 -957	-50%	-$41.1K	﹤0.01%	2765
2016 Q3	$87K	Buy	1,914 +1,678	+711%	+$77.1K	﹤0.01%	2103
2016 Q2	$10K	Buy	+236	New	+$10.1K	﹤0.01%	3488

Other funds holding SRET

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Advisor Group's SRET Position: Q4 2019 in Review

Advisor Group increased its Global X SuperDividend REIT ETF (SRET) stake by 19% in Q4 2019, buying an estimated $109K and bringing the position to 14,987 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Advisor Group first reported a position in SRET in Q2 2016 and has held it in 15 quarters since. 42 funds tracked by Wall St. Rank hold SRET as of Q4 2019.

Advisor Group held 14,987 shares of Global X SuperDividend REIT ETF worth $691K as of Q4 2019.
Advisor Group bought 2,384 Global X SuperDividend REIT ETF shares in Q4 2019, an estimated $109K.
Global X SuperDividend REIT ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1447 holding.
Advisor Group first reported a position in Global X SuperDividend REIT ETF in Q2 2016 and has held it in 15 quarters since.
42 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.