B. Riley Wealth Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

B. Riley Wealth Advisors’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
2021 Q4	–	Sell	-4,865	Closed	-$139K	–	1485
2021 Q3	$139K	Buy	4,865 +5	+0.1%	+$146	﹤0.01%	1297
2021 Q2	$145K	Buy	4,860 +5	+0.1%	+$149	﹤0.01%	1274
2021 Q1	$139K	Buy	+4,855	New	+$134K	﹤0.01%	1255

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

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

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

SWP

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

B. Riley Wealth Advisors's SRET Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2021, closing a stake of 4,865 shares — an estimated $139K sold.

B. Riley Wealth Advisors first reported a position in SRET in Q1 2021 and held it in 3 quarters. The position peaked at $145K in Q2 2021. 50 funds tracked by Wall St. Rank hold SRET as of Q4 2021.

B. Riley Wealth Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,865 Global X SuperDividend REIT ETF shares in Q4 2021, an estimated $139K.
B. Riley Wealth Advisors first reported a position in Global X SuperDividend REIT ETF in Q1 2021 and held it in 3 quarters.
B. Riley Wealth Advisors's Global X SuperDividend REIT ETF position peaked at $145K in Q2 2021.
50 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.