Commonwealth Equity Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Commonwealth Equity 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
2023 Q3	–	Sell	-9,365	Closed	-$201K	–	3925
2023 Q2	$201K	Sell	9,365 -536	-5%	-$11.4K	﹤0.01%	3404
2023 Q1	$215	Buy	9,901 +292	+3%	+$6.64K	﹤0.01%	3253
2022 Q4	$208K	Sell	9,609 -408	-4%	-$8.84K	﹤0.01%	3199
2022 Q3	$206K	Sell	10,017 -559	-5%	-$13.7K	﹤0.01%	3145
2022 Q2	$255K	Sell	10,576 -12,812	-55%	-$329K	﹤0.01%	2983
2022 Q1	$644K	Buy	23,388 +11,292	+93%	+$307K	﹤0.01%	2323
2021 Q4	$345K	Sell	12,096 -1,021	-8%	-$29.3K	﹤0.01%	2845
2021 Q3	$374K	Sell	13,117 -880	-6%	-$25.7K	﹤0.01%	2719
2021 Q2	$415K	Sell	13,997 -122	-0.9%	-$3.63K	﹤0.01%	2606
2021 Q1	$404K	Buy	14,119 +1,362	+11%	+$37.6K	﹤0.01%	2495
2020 Q4	$340K	Sell	12,757 -3,087	-19%	-$77.8K	﹤0.01%	2467
2020 Q3	$373K	Sell	15,844 -16,388	-51%	-$385K	﹤0.01%	2190
2020 Q2	$757K	Sell	32,232 -6,102	-16%	-$132K	﹤0.01%	1592
2020 Q1	$755K	Sell	38,334 -80	-0.2%	-$3.19K	﹤0.01%	1422
2019 Q4	$1.77M	Buy	38,414 +2,203	+6%	+$100K	0.01%	1109
2019 Q3	$1.63M	Buy	36,211 +4,141	+13%	+$183K	0.01%	1087
2019 Q2	$1.43M	Buy	32,070 +12,062	+60%	+$539K	0.01%	1137
2019 Q1	$901K	Buy	+20,008	New	+$885K	﹤0.01%	1370

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 Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's SRET Position: Q3 2023 in Review

Commonwealth Equity Services sold out of Global X SuperDividend REIT ETF (SRET) in Q3 2023, closing a stake of 9,365 shares — an estimated $201K sold.

Commonwealth Equity Services first reported a position in SRET in Q1 2019 and held it in 18 quarters. The position peaked at $1.77M in Q4 2019. 34 funds tracked by Wall St. Rank hold SRET as of Q3 2023.

Commonwealth Equity Services reported no remaining Global X SuperDividend REIT ETF position as of Q3 2023 after selling out during the quarter.
Commonwealth Equity Services sold 9,365 Global X SuperDividend REIT ETF shares in Q3 2023, an estimated $201K.
Commonwealth Equity Services first reported a position in Global X SuperDividend REIT ETF in Q1 2019 and held it in 18 quarters.
Commonwealth Equity Services's Global X SuperDividend REIT ETF position peaked at $1.77M in Q4 2019.
34 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.