Harbor Investment Advisory’s Global X SuperDividend REIT ETF SRET Stock Holding History

Harbor Investment Advisory’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
2022 Q4	–	Sell	-66	Closed	-$1K	–	1375
2022 Q3	$1K	Buy	66 +1	+2%	+$25	﹤0.01%	1303
2022 Q2	$2K	Buy	65 +28	+76%	+$718	﹤0.01%	1257
2022 Q1	$1K	Buy	+37	New	+$1K	﹤0.01%	1311

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Investment Advisory's SRET Position: Q4 2022 in Review

Harbor Investment Advisory sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2022, closing a stake of 66 shares — an estimated $1K sold.

Harbor Investment Advisory first reported a position in SRET in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 29 funds tracked by Wall St. Rank hold SRET as of Q4 2022.

Harbor Investment Advisory reported no remaining Global X SuperDividend REIT ETF position as of Q4 2022 after selling out during the quarter.
Harbor Investment Advisory sold 66 Global X SuperDividend REIT ETF shares in Q4 2022, an estimated $1K.
Harbor Investment Advisory first reported a position in Global X SuperDividend REIT ETF in Q1 2022 and held it in 3 quarters.
Harbor Investment Advisory's Global X SuperDividend REIT ETF position peaked at $2K in Q2 2022.
29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.