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Axiom Advisory’s Global X SuperDividend REIT ETF SRET Stock Holding History

Axiom Advisory’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
2024
Q3 		$384K Buy
17,874
+668
+4% +$14.4K ﹤0.01% 240
2024
Q2 		$341K Buy
+17,206
New +$341K ﹤0.01% 243

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Axiom Advisory's SRET Position: Q3 2024 in Review

Axiom Advisory increased its Global X SuperDividend REIT ETF (SRET) stake by 3.9% in Q3 2024, buying an estimated $14.4K and bringing the position to 17,874 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Axiom Advisory first reported a position in SRET in Q2 2024 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold SRET as of Q3 2024.

  • Axiom Advisory held 17,874 shares of Global X SuperDividend REIT ETF worth $384K as of Q3 2024.
  • Axiom Advisory bought 668 Global X SuperDividend REIT ETF shares in Q3 2024, an estimated $14.4K.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #240 holding.
  • Axiom Advisory first reported a position in Global X SuperDividend REIT ETF in Q2 2024 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.