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AE Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

AE Wealth 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 		$7.93K Hold
350
– – ﹤0.01% 2418
2026
Q1 		$7.42K Sell
350
-5,737
-94% -$128K ﹤0.01% 2314
2025
Q4 		$133K Sell
6,087
-445
-7% -$9.66K ﹤0.01% 1617
2025
Q3 		$141K Buy
6,532
+3,003
+85% +$64.5K ﹤0.01% 1483
2025
Q2 		$74.7K Buy
3,529
+826
+31% +$16.9K ﹤0.01% 1546
2025
Q1 		$57.3K Sell
2,703
-379
-12% -$7.86K ﹤0.01% 1560
2024
Q4 		$61.7K Buy
+3,082
New +$65.3K ﹤0.01% 1525
2022
Q4 		– Sell
-6,479
Closed -$134K – 1915
2022
Q3 		$134K Sell
6,479
-230
-3% -$5.64K ﹤0.01% 1645
2022
Q2 		$162K Buy
6,709
+390
+6% +$10K ﹤0.01% 1615
2022
Q1 		$174K Buy
6,319
+2,449
+63% +$66.5K ﹤0.01% 1589
2021
Q4 		$111K Buy
3,870
+369
+11% +$10.6K ﹤0.01% 1636
2021
Q3 		$100K Buy
+3,501
New +$102K ﹤0.01% 1557

Other funds holding SRET

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

AE Wealth Management's SRET Position: Q2 2026 in Review

AE Wealth Management held its Global X SuperDividend REIT ETF (SRET) position steady in Q2 2026 at 350 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

AE Wealth Management first reported a position in SRET in Q3 2021 and has held it in 12 quarters since. The position peaked at $174K in Q1 2022. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • AE Wealth Management held 350 shares of Global X SuperDividend REIT ETF worth $7.93K as of Q2 2026.
  • AE Wealth Management left its Global X SuperDividend REIT ETF share count unchanged in Q2 2026.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2418 holding.
  • AE Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q3 2021 and has held it in 12 quarters since.
  • AE Wealth Management's Global X SuperDividend REIT ETF position peaked at $174K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.