Atria Wealth Solutions’s Global X SuperDividend REIT ETF SRET Stock Holding History

Atria Wealth Solutions’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
2023 Q4	–	Sell	-14,590	Closed	-$293K	–	2020
2023 Q3	$293K	Sell	14,590 -603	-4%	-$13K	﹤0.01%	1426
2023 Q2	$326K	Buy	15,193 +1,380	+10%	+$29.4K	﹤0.01%	1382
2023 Q1	$301K	Buy	13,813 +355	+3%	+$8.07K	﹤0.01%	1413
2022 Q4	$294K	Buy	+13,458	New	+$292K	﹤0.01%	1373
2022 Q3	–	Sell	-6,804	Closed	-$164K	–	1851
2022 Q2	$164K	Buy	6,804 +125	+2%	+$3.21K	﹤0.01%	1485
2022 Q1	$184K	Buy	+6,679	New	+$181K	﹤0.01%	1611

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's SRET Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2023, closing a stake of 14,590 shares — an estimated $293K sold.

Atria Wealth Solutions first reported a position in SRET in Q1 2022 and held it in 6 quarters. The position peaked at $326K in Q2 2023. 35 funds tracked by Wall St. Rank hold SRET as of Q4 2023.

Atria Wealth Solutions reported no remaining Global X SuperDividend REIT ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 14,590 Global X SuperDividend REIT ETF shares in Q4 2023, an estimated $293K.
Atria Wealth Solutions first reported a position in Global X SuperDividend REIT ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's Global X SuperDividend REIT ETF position peaked at $326K in Q2 2023.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.