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Blue Trust Inc’s Global X SuperDividend REIT ETF SRET Stock Holding History

Blue Trust Inc’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
2026
Q1 		– Sell
-83
Closed -$1.81K – 2668
2025
Q4 		$1.81K Hold
83
– – ﹤0.01% 2158
2025
Q3 		$1.8K Buy
+83
New +$1.78K ﹤0.01% 2168
2024
Q1 		– Sell
-1,907
Closed -$38K – 2666
2023
Q4 		$38K Hold
1,907
– – ﹤0.01% 1033
2023
Q3 		$41K Buy
+1,907
New +$41.1K ﹤0.01% 912

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Blue Trust Inc's SRET Position: Q1 2026 in Review

Blue Trust Inc sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2026, closing a stake of 83 shares — an estimated $1.81K sold.

Blue Trust Inc first reported a position in SRET in Q3 2023 and held it in 4 quarters. The position peaked at $41K in Q3 2023. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

  • Blue Trust Inc reported no remaining Global X SuperDividend REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 83 Global X SuperDividend REIT ETF shares in Q1 2026, an estimated $1.81K.
  • Blue Trust Inc first reported a position in Global X SuperDividend REIT ETF in Q3 2023 and held it in 4 quarters.
  • Blue Trust Inc's Global X SuperDividend REIT ETF position peaked at $41K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.