Janney Montgomery Scott
SRET icon

Janney Montgomery Scott’s Global X SuperDividend REIT ETF SRET Stock Holding History

Janney Montgomery Scott’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 		$439K Buy
+19,374
New +$433K ﹤0.01% 2485
2026
Q1 		– Sell
-20,635
Closed -$449K – 3031
2025
Q4 		$449K Buy
20,635
+1,183
+6% +$25.7K ﹤0.01% 2272
2025
Q3 		$421K Buy
19,452
+1,674
+9% +$36K ﹤0.01% 2261
2025
Q2 		$376K Buy
17,778
+1,237
+7% +$25.3K ﹤0.01% 2198
2025
Q1 		$351K Sell
16,541
-84
-0.5% -$1.74K ﹤0.01% 2211
2024
Q4 		$333K Buy
16,625
+7,347
+79% +$156K ﹤0.01% 2245
2024
Q3 		$209K Buy
+9,278
New +$199K ﹤0.01% 2494
2021
Q1 		– Sell
-3,404
Closed -$91K – 2366
2020
Q4 		$91K Hold
3,404
– – ﹤0.01% 2189
2020
Q3 		$80K Hold
3,404
– – ﹤0.01% 2017
2020
Q2 		$80K Hold
3,404
– – ﹤0.01% 1941
2020
Q1 		$67K Sell
3,404
-1,467
-30% -$58.4K ﹤0.01% 1807
2019
Q4 		$225K Buy
4,871
+500
+11% +$22.8K ﹤0.01% 1864
2019
Q3 		$197K Buy
+4,371
New +$193K ﹤0.01% 1913

Other funds holding SRET

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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 $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Janney Montgomery Scott's SRET Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Global X SuperDividend REIT ETF (SRET) in Q2 2026: 19,374 shares worth $439K. The stake represents ﹤0.01% of the portfolio and ranks #2485 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in SRET as recently as Q4 2025.

Janney Montgomery Scott first reported a position in SRET in Q3 2019 and has held it in 13 quarters since. The position peaked at $449K in Q4 2025. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Janney Montgomery Scott held 19,374 shares of Global X SuperDividend REIT ETF worth $439K as of Q2 2026.
  • Global X SuperDividend REIT ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2485 holding.
  • Janney Montgomery Scott first reported a position in Global X SuperDividend REIT ETF in Q3 2019 and has held it in 13 quarters since.
  • Janney Montgomery Scott's Global X SuperDividend REIT ETF position peaked at $449K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.