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Bard Financial Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Bard Financial Services’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
Q1 		– Sell
-5,367
Closed -$143K – 268
2020
Q4 		$143K Buy
+5,367
New +$135K 0.01% 251

Other funds holding SRET

Daiwa Securities Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Bard Financial Services's SRET Position: Q1 2021 in Review

Bard Financial Services sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2021, closing a stake of 5,367 shares — an estimated $143K sold.

Bard Financial Services first reported a position in SRET in Q4 2020 and held it in 1 quarter. The position peaked at $143K in Q4 2020. 38 funds tracked by Wall St. Rank hold SRET as of Q1 2021.

  • Bard Financial Services reported no remaining Global X SuperDividend REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Bard Financial Services sold 5,367 Global X SuperDividend REIT ETF shares in Q1 2021, an estimated $143K.
  • Bard Financial Services first reported a position in Global X SuperDividend REIT ETF in Q4 2020 and held it in 1 quarter.
  • Bard Financial Services's Global X SuperDividend REIT ETF position peaked at $143K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2021.

Based on Bard Financial Services's 13F filing for Q1 2021, filed 14 May 2021.