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 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

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 $3.65B AUM 41.88% 1-Year Est. Return

AE Wealth Management's SRET Position: Q1 2026 in Review

AE Wealth Management reduced its Global X SuperDividend REIT ETF (SRET) stake by 94% in Q1 2026, selling an estimated $128K and leaving 350 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

AE Wealth Management first reported a position in SRET in Q3 2021 and has held it in 11 quarters since. The position peaked at $174K in Q1 2022. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

AE Wealth Management held 350 shares of Global X SuperDividend REIT ETF worth $7.42K as of Q1 2026.
AE Wealth Management sold 5,737 Global X SuperDividend REIT ETF shares in Q1 2026, an estimated $128K.
Global X SuperDividend REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2314 holding.
AE Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q3 2021 and has held it in 11 quarters since.
AE Wealth Management's Global X SuperDividend REIT ETF position peaked at $174K in Q1 2022.
36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.