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

Cetera 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
2024
Q1 		$1.6M Buy
+78,098
New +$1.6M 0.01% 927
2021
Q1 		– Sell
-5,230
Closed -$139K – 1242
2020
Q4 		$139K Buy
+5,230
New +$132K ﹤0.01% 1001

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cetera Advisors's SRET Position: Q1 2024 in Review

Cetera Advisors opened a new position in Global X SuperDividend REIT ETF (SRET) in Q1 2024: 78,098 shares worth $1.6M. The stake represents 0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SRET as recently as Q4 2020.

Cetera Advisors first reported a position in SRET in Q4 2020 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2024.

  • Cetera Advisors held 78,098 shares of Global X SuperDividend REIT ETF worth $1.6M as of Q1 2024.
  • Global X SuperDividend REIT ETF was a new Cetera Advisors position in Q1 2024.
  • Global X SuperDividend REIT ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #927 holding.
  • Cetera Advisors first reported a position in Global X SuperDividend REIT ETF in Q4 2020 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.