IFP Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

IFP Advisors’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	$2.4K	Hold	106	–	–	﹤0.01%	4155
2026 Q1	$2.25K	Hold	106	–	–	﹤0.01%	3918
2025 Q4	$2.31K	Hold	106	–	–	﹤0.01%	3786
2025 Q3	$2.29K	Hold	106	–	–	﹤0.01%	3645
2025 Q2	$2.24K	Sell	106 -66	-38%	-$1.35K	﹤0.01%	3846
2025 Q1	$3.65K	Hold	172	–	–	﹤0.01%	2958
2024 Q4	$3.44K	Hold	172	–	–	﹤0.01%	2927
2024 Q3	$3.87K	Hold	172	–	–	﹤0.01%	2746
2024 Q2	$3.43K	Hold	172	–	–	﹤0.01%	2686
2024 Q1	$3.52K	Hold	172	–	–	﹤0.01%	2552
2023 Q4	$3.81K	Hold	172	–	–	﹤0.01%	2506
2023 Q3	$3.46K	Hold	172	–	–	﹤0.01%	2649
2023 Q2	$3.69K	Hold	172	–	–	﹤0.01%	2650
2023 Q1	$3.73K	Sell	172 -520	-75%	-$11.8K	﹤0.01%	2683
2022 Q4	$11K	Buy	692 +519	+300%	+$11.2K	﹤0.01%	3340
2022 Q3	$8K	Hold	173	–	–	﹤0.01%	3807
2022 Q2	$8K	Hold	173	–	–	﹤0.01%	3557
2022 Q1	$8K	Sell	173 -167	-49%	-$4.54K	﹤0.01%	3556
2021 Q4	$10K	Buy	340 +107	+46%	+$3.07K	﹤0.01%	2240
2021 Q3	$7K	Buy	233 +166	+248%	+$4.86K	﹤0.01%	2440
2021 Q2	$2K	Buy	+67	New	+$2K	﹤0.01%	2782
2019 Q1	–	Sell	-297	Closed	-$12K	–	3305
2018 Q4	$12K	Sell	297 -704	-70%	-$30.8K	﹤0.01%	2426
2018 Q3	$46K	Buy	1,001 +293	+41%	+$13.6K	﹤0.01%	1940
2018 Q2	$33K	Hold	708	–	–	﹤0.01%	2165
2018 Q1	$33K	Hold	708	–	–	﹤0.01%	2057
2017 Q4	$33K	Hold	708	–	–	﹤0.01%	2082
2017 Q3	$33K	Hold	708	–	–	﹤0.01%	2274
2017 Q2	$33K	Hold	708	–	–	﹤0.01%	2257
2017 Q1	$32K	Hold	708	–	–	﹤0.01%	2199
2016 Q4	$30K	Buy	708 +277	+64%	+$11.9K	﹤0.01%	2204
2016 Q3	$20K	Buy	431 +308	+250%	+$14.2K	﹤0.01%	2400
2016 Q2	$6K	Buy	+123	New	+$5.27K	﹤0.01%	3052
2016 Q1	–	Sell	-123	Closed	-$5K	–	3314
2015 Q4	$5K	Buy	+123	New	+$4.81K	﹤0.01%	2986

Other funds holding SRET

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors's SRET Position: Q2 2026 in Review

IFP Advisors held its Global X SuperDividend REIT ETF (SRET) position steady in Q2 2026 at 106 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

IFP Advisors first reported a position in SRET in Q4 2015 and has held it in 33 quarters since. The position peaked at $46K in Q3 2018. 8 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

IFP Advisors held 106 shares of Global X SuperDividend REIT ETF worth $2.4K as of Q2 2026.
IFP Advisors left its Global X SuperDividend REIT ETF share count unchanged in Q2 2026.
Global X SuperDividend REIT ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4155 holding.
IFP Advisors first reported a position in Global X SuperDividend REIT ETF in Q4 2015 and has held it in 33 quarters since.
IFP Advisors's Global X SuperDividend REIT ETF position peaked at $46K in Q3 2018.
8 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.