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Essential Partners’s Global X SuperDividend REIT ETF SRET Stock Holding History

Essential Partners’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 		– Sell
-54
Closed -$1.18K – 2981
2025
Q4 		$1.18K Buy
+54
New +$1.17K ﹤0.01% 1981

Other funds holding SRET

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Essential Partners's SRET Position: Q1 2026 in Review

Essential Partners sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2026, closing a stake of 54 shares — an estimated $1.18K sold.

Essential Partners first reported a position in SRET in Q4 2025 and held it in 1 quarter. The position peaked at $1.18K in Q4 2025. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

  • Essential Partners reported no remaining Global X SuperDividend REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 54 Global X SuperDividend REIT ETF shares in Q1 2026, an estimated $1.18K.
  • Essential Partners first reported a position in Global X SuperDividend REIT ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's Global X SuperDividend REIT ETF position peaked at $1.18K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.