Advyzon Investment Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Advyzon Investment Management’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
2026 Q2	$535K	Sell	23,585 -871	-4%	-$19.5K	0.04%	452
2026 Q1	$518K	Buy	24,456 +6,972	+40%	+$155K	0.05%	385
2025 Q4	$381K	Buy	17,484 +1,174	+7%	+$25.5K	0.04%	387
2025 Q3	$353K	Buy	16,310 +553	+4%	+$11.9K	0.06%	292
2025 Q2	$333K	Buy	15,757 +3,645	+30%	+$74.6K	0.07%	256
2025 Q1	$257K	Buy	+12,112	New	+$251K	0.09%	216

Other funds holding SRET

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Advyzon Investment Management's SRET Position: Q2 2026 in Review

Advyzon Investment Management reduced its Global X SuperDividend REIT ETF (SRET) stake by 3.6% in Q2 2026, selling an estimated $19.5K and leaving 23,585 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #452.

Advyzon Investment Management first reported a position in SRET in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

Advyzon Investment Management held 23,585 shares of Global X SuperDividend REIT ETF worth $535K as of Q2 2026.
Advyzon Investment Management sold 871 Global X SuperDividend REIT ETF shares in Q2 2026, an estimated $19.5K.
Global X SuperDividend REIT ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #452 holding.
Advyzon Investment Management first reported a position in Global X SuperDividend REIT ETF in Q1 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.