BPA
SRET icon

Beacon Pointe Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

Beacon Pointe 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
-3,415
Closed -$97K – 999
2021
Q3 		$97K Buy
+3,415
New +$99.9K ﹤0.01% 880

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 Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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

Beacon Pointe Advisors's SRET Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2021, closing a stake of 3,415 shares — an estimated $97K sold.

Beacon Pointe Advisors first reported a position in SRET in Q3 2021 and held it in 1 quarter. The position peaked at $97K in Q3 2021. 50 funds tracked by Wall St. Rank hold SRET as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,415 Global X SuperDividend REIT ETF shares in Q4 2021, an estimated $97K.
  • Beacon Pointe Advisors first reported a position in Global X SuperDividend REIT ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's Global X SuperDividend REIT ETF position peaked at $97K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.