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Howe & Rusling’s Global X SuperDividend REIT ETF SRET Stock Holding History

Howe & Rusling’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
2024
Q4 		– Sell
-2
Closed -$45 – 460
2024
Q3 		$45 Buy
+2
New +$43 ﹤0.01% 411

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.65B AUM 41.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Howe & Rusling's SRET Position: Q4 2024 in Review

Howe & Rusling sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2024, closing a stake of 2 shares — an estimated $45 sold.

Howe & Rusling first reported a position in SRET in Q3 2024 and held it in 1 quarter. The position peaked at $45 in Q3 2024. 33 funds tracked by Wall St. Rank hold SRET as of Q4 2024.

  • Howe & Rusling reported no remaining Global X SuperDividend REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 2 Global X SuperDividend REIT ETF shares in Q4 2024, an estimated $45.
  • Howe & Rusling first reported a position in Global X SuperDividend REIT ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's Global X SuperDividend REIT ETF position peaked at $45 in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.