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Castle Rock Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Castle Rock Wealth Management’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
2020
Q1 		– Sell
-15,623
Closed -$725K – 179
2019
Q4 		$725K Buy
+15,623
New +$711K 0.65% 52

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 $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Rock Wealth Management's SRET Position: Q1 2020 in Review

Castle Rock Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2020, closing a stake of 15,623 shares — an estimated $725K sold.

Castle Rock Wealth Management first reported a position in SRET in Q4 2019 and held it in 1 quarter. The position peaked at $725K in Q4 2019. 40 funds tracked by Wall St. Rank hold SRET as of Q1 2020.

  • Castle Rock Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 15,623 Global X SuperDividend REIT ETF shares in Q1 2020, an estimated $725K.
  • Castle Rock Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's Global X SuperDividend REIT ETF position peaked at $725K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2020.

Based on Castle Rock Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.