Avantax Planning Partners’s Global X SuperDividend REIT ETF SRET Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-477	Closed	-$22K	–	1066
2018 Q3	$22K	Buy	+477	New	+$22.1K	﹤0.01%	675

Other funds holding SRET

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Avantax Planning Partners's SRET Position: Q4 2018 in Review

Avantax Planning Partners sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2018, closing a stake of 477 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in SRET in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 22 funds tracked by Wall St. Rank hold SRET as of Q4 2018.

Avantax Planning Partners reported no remaining Global X SuperDividend REIT ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 477 Global X SuperDividend REIT ETF shares in Q4 2018, an estimated $22K.
Avantax Planning Partners first reported a position in Global X SuperDividend REIT ETF in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Global X SuperDividend REIT ETF position peaked at $22K in Q3 2018.
22 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.