Capital Investment Advisory Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Capital Investment Advisory 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
2024 Q4	–	Sell	-42	Closed	-$944	–	1000
2024 Q3	$944	Hold	42	–	–	﹤0.01%	963
2024 Q2	$837	Hold	42	–	–	﹤0.01%	941
2024 Q1	$858	Buy	+42	New	+$859	﹤0.01%	934
2022 Q4	–	Sell	-42	Closed	-$1K	–	875
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	803
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	816
2022 Q1	$1K	Buy	+42	New	+$1.14K	﹤0.01%	830
2021 Q3	–	Sell	-802	Closed	-$24K	–	810
2021 Q2	$24K	Buy	+802	New	+$23.9K	﹤0.01%	646
2021 Q1	–	Sell	-839	Closed	-$22K	–	766
2020 Q4	$22K	Buy	839 +301	+56%	+$7.58K	﹤0.01%	575
2020 Q3	$13K	Buy	+538	New	+$12.7K	﹤0.01%	533

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 ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SWP

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

Capital Investment Advisory Services's SRET Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2024, closing a stake of 42 shares — an estimated $944 sold.

Capital Investment Advisory Services first reported a position in SRET in Q3 2020 and held it in 9 quarters. The position peaked at $24K in Q2 2021. 33 funds tracked by Wall St. Rank hold SRET as of Q4 2024.

Capital Investment Advisory Services reported no remaining Global X SuperDividend REIT ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 42 Global X SuperDividend REIT ETF shares in Q4 2024, an estimated $944.
Capital Investment Advisory Services first reported a position in Global X SuperDividend REIT ETF in Q3 2020 and held it in 9 quarters.
Capital Investment Advisory Services's Global X SuperDividend REIT ETF position peaked at $24K in Q2 2021.
33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.