CAPTRUST Financial Advisors
SRET icon

CAPTRUST Financial Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-8
Closed – – 5131
2022
Q1 		$0 Buy
+8
New +$217 ﹤0.01% 5117

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

CAPTRUST Financial Advisors's SRET Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2022, closing a stake of 8 shares.

CAPTRUST Financial Advisors first reported a position in SRET in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 47 funds tracked by Wall St. Rank hold SRET as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8 Global X SuperDividend REIT ETF shares in Q2 2022.
  • CAPTRUST Financial Advisors first reported a position in Global X SuperDividend REIT ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Global X SuperDividend REIT ETF position peaked at $0 in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.