Creative Planning’s Global X SuperDividend REIT ETF SRET Stock Holding History

Creative Planning’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 Q2	–	Sell	-3,333	Closed	-$66K	–	2123
2020 Q1	$66K	Hold	3,333	–	–	﹤0.01%	1596
2019 Q4	$154K	Hold	3,333	–	–	﹤0.01%	1693
2019 Q3	$150K	Hold	3,333	–	–	﹤0.01%	1666
2019 Q2	$148K	Buy	+3,333	New	+$149K	﹤0.01%	1686
2017 Q1	–	Sell	-67	Closed	-$3K	–	4892
2016 Q4	$3K	Sell	67 -1,908	-97%	-$81.9K	﹤0.01%	4171
2016 Q3	$90K	Buy	+1,975	New	+$90.8K	﹤0.01%	1922

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Creative Planning's SRET Position: Q2 2020 in Review

Creative Planning sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2020, closing a stake of 3,333 shares — an estimated $66K sold.

Creative Planning first reported a position in SRET in Q3 2016 and held it in 6 quarters. The position peaked at $154K in Q4 2019. 33 funds tracked by Wall St. Rank hold SRET as of Q2 2020.

Creative Planning reported no remaining Global X SuperDividend REIT ETF position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 3,333 Global X SuperDividend REIT ETF shares in Q2 2020, an estimated $66K.
Creative Planning first reported a position in Global X SuperDividend REIT ETF in Q3 2016 and held it in 6 quarters.
Creative Planning's Global X SuperDividend REIT ETF position peaked at $154K in Q4 2019.
33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.