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D.A. Davidson & Co’s Global X SuperDividend REIT ETF SRET Stock Holding History

D.A. Davidson & Co’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
2026
Q2 		– Sell
-23,708
Closed -$503K – 1641
2026
Q1 		$503K Sell
23,708
-220,532
-90% -$4.91M ﹤0.01% 1169
2025
Q4 		$5.32M Buy
+244,240
New +$5.3M 0.03% 374

Other funds holding SRET

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

D.A. Davidson & Co's SRET Position: Q2 2026 in Review

D.A. Davidson & Co sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2026, closing a stake of 23,708 shares — an estimated $503K sold.

D.A. Davidson & Co first reported a position in SRET in Q4 2025 and held it in 2 quarters. The position peaked at $5.32M in Q4 2025. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • D.A. Davidson & Co reported no remaining Global X SuperDividend REIT ETF position as of Q2 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 23,708 Global X SuperDividend REIT ETF shares in Q2 2026, an estimated $503K.
  • D.A. Davidson & Co first reported a position in Global X SuperDividend REIT ETF in Q4 2025 and held it in 2 quarters.
  • D.A. Davidson & Co's Global X SuperDividend REIT ETF position peaked at $5.32M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.