IHT Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

IHT Wealth Management’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
2023 Q4	–	Sell	-10,960	Closed	-$220K	–	1028
2023 Q3	$220K	Buy	10,960 +60	+0.6%	+$1.29K	0.01%	845
2023 Q2	$234K	Sell	10,900 -90	-0.8%	-$1.92K	0.01%	816
2023 Q1	$239K	Sell	10,990 -424	-4%	-$9.64K	0.01%	777
2022 Q4	$248K	Buy	11,414 +77	+0.7%	+$1.67K	0.02%	737
2022 Q3	$234K	Buy	11,337 +64	+0.6%	+$1.57K	0.02%	716
2022 Q2	$272K	Buy	11,273 +64	+0.6%	+$1.64K	0.02%	558
2022 Q1	$309K	Sell	11,209 -1,443	-11%	-$39.2K	0.02%	563
2021 Q4	$361K	Buy	12,652 +5,537	+78%	+$159K	0.03%	541
2021 Q3	$203K	Buy	+7,115	New	+$208K	0.02%	733

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $299B AUM 28.69% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

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

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

IHT Wealth Management's SRET Position: Q4 2023 in Review

IHT Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2023, closing a stake of 10,960 shares — an estimated $220K sold.

IHT Wealth Management first reported a position in SRET in Q3 2021 and held it in 9 quarters. The position peaked at $361K in Q4 2021. 35 funds tracked by Wall St. Rank hold SRET as of Q4 2023.

IHT Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 10,960 Global X SuperDividend REIT ETF shares in Q4 2023, an estimated $220K.
IHT Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q3 2021 and held it in 9 quarters.
IHT Wealth Management's Global X SuperDividend REIT ETF position peaked at $361K in Q4 2021.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.