Harbour Investments’s Global X SuperDividend REIT ETF SRET Stock Holding History

Harbour Investments’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
2025 Q1	–	Sell	-2,300	Closed	-$46K	–	3656
2024 Q4	$46K	Hold	2,300	–	–	﹤0.01%	1754
2024 Q3	$51.7K	Hold	2,300	–	–	﹤0.01%	1637
2024 Q2	$45.9K	Hold	2,300	–	–	﹤0.01%	1593
2024 Q1	$47K	Hold	2,300	–	–	﹤0.01%	1555
2023 Q4	$50.9K	Hold	2,300	–	–	﹤0.01%	1453
2023 Q3	$46.3K	Hold	2,300	–	–	﹤0.01%	1385
2023 Q2	$49.4K	Buy	+2,300	New	+$49K	﹤0.01%	1371
2021 Q4	–	Sell	-318	Closed	-$9K	–	3564
2021 Q3	$9K	Buy	318 +1	+0.3%	+$29	﹤0.01%	2738
2021 Q2	$9K	Buy	317 +2	+0.6%	+$60	﹤0.01%	2809
2021 Q1	$9K	Buy	+315	New	+$8.7K	﹤0.01%	2677

Other funds holding SRET

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

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

Harbour Investments's SRET Position: Q1 2025 in Review

Harbour Investments sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2025, closing a stake of 2,300 shares — an estimated $46K sold.

Harbour Investments first reported a position in SRET in Q1 2021 and held it in 10 quarters. The position peaked at $51.7K in Q3 2024. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2025.

Harbour Investments reported no remaining Global X SuperDividend REIT ETF position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 2,300 Global X SuperDividend REIT ETF shares in Q1 2025, an estimated $46K.
Harbour Investments first reported a position in Global X SuperDividend REIT ETF in Q1 2021 and held it in 10 quarters.
Harbour Investments's Global X SuperDividend REIT ETF position peaked at $51.7K in Q3 2024.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.