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 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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Advyzon Investment Management's SRET Position: Q1 2026 in Review

Advyzon Investment Management increased its Global X SuperDividend REIT ETF (SRET) stake by 40% in Q1 2026, buying an estimated $155K and bringing the position to 24,456 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #385.

Advyzon Investment Management first reported a position in SRET in Q1 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

Advyzon Investment Management held 24,456 shares of Global X SuperDividend REIT ETF worth $518K as of Q1 2026.
Advyzon Investment Management bought 6,972 Global X SuperDividend REIT ETF shares in Q1 2026, an estimated $155K.
Global X SuperDividend REIT ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #385 holding.
Advyzon Investment Management first reported a position in Global X SuperDividend REIT ETF in Q1 2025 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.