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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

D.A. Davidson & Co's SRET Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Global X SuperDividend REIT ETF (SRET) stake by 90% in Q1 2026, selling an estimated $4.91M and leaving 23,708 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

D.A. Davidson & Co first reported a position in SRET in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.32M in Q4 2025. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

  • D.A. Davidson & Co held 23,708 shares of Global X SuperDividend REIT ETF worth $503K as of Q1 2026.
  • D.A. Davidson & Co sold 220,532 Global X SuperDividend REIT ETF shares in Q1 2026, an estimated $4.91M.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1169 holding.
  • D.A. Davidson & Co first reported a position in Global X SuperDividend REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • D.A. Davidson & Co's Global X SuperDividend REIT ETF position peaked at $5.32M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.