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

Global Retirement 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
Q2 		$401K Buy
+17,678
New +$395K 0.01% 1141
2025
Q4 		$4.75K Sell
218
-12
-5% -$260 ﹤0.01% 3457
2025
Q3 		$4.98K Sell
230
-7,605
-97% -$163K ﹤0.01% 2976
2025
Q2 		$166K Buy
+7,835
New +$160K ﹤0.01% 1186
2024
Q4 		$34.5K Hold
1,723
– – ﹤0.01% 1803
2024
Q3 		$38.7K Hold
1,723
– – ﹤0.01% 1681
2024
Q2 		$34.4K Hold
1,723
– – ﹤0.01% 1728
2024
Q1 		$35.2K Sell
1,723
-116
-6% -$2.37K ﹤0.01% 1564
2023
Q4 		$39.2K Buy
1,839
+32
+2% +$645 ﹤0.01% 1474
2023
Q3 		$34.6K Buy
1,807
+40
+2% +$862 ﹤0.01% 1425
2023
Q2 		$37.9K Buy
1,767
+33
+2% +$703 ﹤0.01% 1406
2023
Q1 		$36.6K Buy
1,734
+556
+47% +$12.6K ﹤0.01% 1371
2022
Q4 		$25.5K Buy
1,178
+11
+0.9% +$238 ﹤0.01% 1385
2022
Q3 		$25K Buy
1,167
+667
+133% +$16.4K ﹤0.01% 1303
2022
Q2 		$12K Buy
+500
New +$12.8K ﹤0.01% 1565

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

Global Retirement Partners's SRET Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X SuperDividend REIT ETF (SRET) in Q2 2026: 17,678 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SRET as recently as Q4 2025.

Global Retirement Partners first reported a position in SRET in Q2 2022 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Global Retirement Partners held 17,678 shares of Global X SuperDividend REIT ETF worth $401K as of Q2 2026.
  • Global X SuperDividend REIT ETF was a new Global Retirement Partners position in Q2 2026.
  • Global X SuperDividend REIT ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1141 holding.
  • Global Retirement Partners first reported a position in Global X SuperDividend REIT ETF in Q2 2022 and has held it in 15 quarters since.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.