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

Avior 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
2025
Q1 		– Sell
-287
Closed -$5.76K – 2111
2024
Q4 		$5.76K Buy
+287
New +$6.08K ﹤0.01% 1812
2022
Q3 		– Sell
-254
Closed -$6K – 1282
2022
Q2 		$6K Buy
+254
New +$6.51K ﹤0.01% 841

Other funds holding SRET

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.65B AUM 41.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avior Wealth Management's SRET Position: Q1 2025 in Review

Avior Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2025, closing a stake of 287 shares — an estimated $5.76K sold.

Avior Wealth Management first reported a position in SRET in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2025.

  • Avior Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 287 Global X SuperDividend REIT ETF shares in Q1 2025, an estimated $5.76K.
  • Avior Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q2 2022 and held it in 2 quarters.
  • Avior Wealth Management's Global X SuperDividend REIT ETF position peaked at $6K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.