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Founders Financial Alliance’s Global X SuperDividend REIT ETF SRET Stock Holding History

Founders Financial Alliance’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 		$48.5K Sell
2,138
-68
-3% -$1.52K 0.01% 561
2026
Q1 		$46.8K Buy
2,206
+40
+2% +$891 0.01% 516
2025
Q4 		$47.2K Sell
2,166
-420
-16% -$9.12K 0.01% 435
2025
Q3 		$56K Buy
2,586
+499
+24% +$10.7K 0.01% 489
2025
Q2 		$44.2K Buy
2,087
+40
+2% +$818 0.01% 396
2025
Q1 		$43.4K Sell
2,047
-1,468
-42% -$30.4K 0.01% 457
2024
Q4 		$70.3K Sell
3,515
-806
-19% -$17.1K 0.02% 355
2024
Q3 		$97.1K Buy
4,321
+929
+27% +$20K 0.03% 338
2024
Q2 		$67.6K Sell
3,392
-777
-19% -$15.4K 0.02% 350
2024
Q1 		$85.2K Buy
4,169
+732
+21% +$15K 0.03% 339
2023
Q4 		$76K Sell
3,437
-197
-5% -$3.97K 0.03% 312
2023
Q3 		$73.1K Sell
3,634
-273
-7% -$5.88K 0.03% 293
2023
Q2 		$83.9K Sell
3,907
-26,374
-87% -$562K 0.03% 306
2023
Q1 		$659K Sell
30,281
-133
-0.4% -$3.02K 0.33% 73
2022
Q4 		$660K Sell
30,414
-702
-2% -$15.2K 0.3% 77
2022
Q3 		$641K Buy
31,116
+601
+2% +$14.8K 0.33% 74
2022
Q2 		$736K Buy
30,515
+1,258
+4% +$32.3K 0.37% 73
2022
Q1 		$807K Buy
29,257
+1,305
+5% +$35.5K 0.36% 67
2021
Q4 		$798K Buy
27,952
+1,422
+5% +$40.8K 0.32% 75
2021
Q3 		$757K Buy
26,530
+2,124
+9% +$62.1K 0.35% 73
2021
Q2 		$726K Buy
24,406
+598
+3% +$17.8K 0.33% 74
2021
Q1 		$691K Buy
23,808
+3,562
+18% +$98.4K 0.34% 72
2020
Q4 		$541K Buy
20,246
+3,028
+18% +$76.3K 0.31% 74
2020
Q3 		$405K Buy
+17,218
New +$405K 0.24% 87

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

Founders Financial Alliance's SRET Position: Q2 2026 in Review

Founders Financial Alliance reduced its Global X SuperDividend REIT ETF (SRET) stake by 3.1% in Q2 2026, selling an estimated $1.52K and leaving 2,138 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #561.

Founders Financial Alliance first reported a position in SRET in Q3 2020 and has held it in 24 quarters since. The position peaked at $807K in Q1 2022. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Founders Financial Alliance held 2,138 shares of Global X SuperDividend REIT ETF worth $48.5K as of Q2 2026.
  • Founders Financial Alliance sold 68 Global X SuperDividend REIT ETF shares in Q2 2026, an estimated $1.52K.
  • Global X SuperDividend REIT ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #561 holding.
  • Founders Financial Alliance first reported a position in Global X SuperDividend REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Global X SuperDividend REIT ETF position peaked at $807K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.