Janney Montgomery Scott
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Janney Montgomery Scott’s SRH REIT Covered Call ETF SRHR Stock Holding History

Janney Montgomery Scott’s Portfolio SRHR Stock Details SRHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,890
Closed -$267K – 2975
2025
Q2 		$267K Sell
4,890
-1,775
-27% -$96.3K ﹤0.01% 2412
2025
Q1 		$377K Sell
6,665
-2,148
-24% -$122K ﹤0.01% 2172
2024
Q4 		$505K Buy
+8,813
New +$528K ﹤0.01% 1992

Other funds holding SRHR

SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott's SRHR Position: Q3 2025 in Review

Janney Montgomery Scott sold out of SRH REIT Covered Call ETF (SRHR) in Q3 2025, closing a stake of 4,890 shares — an estimated $267K sold.

Janney Montgomery Scott first reported a position in SRHR in Q4 2024 and held it in 3 quarters. The position peaked at $505K in Q4 2024. 5 funds tracked by Wall St. Rank hold SRHR as of Q3 2025.

  • Janney Montgomery Scott reported no remaining SRH REIT Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,890 SRH REIT Covered Call ETF shares in Q3 2025, an estimated $267K.
  • Janney Montgomery Scott first reported a position in SRH REIT Covered Call ETF in Q4 2024 and held it in 3 quarters.
  • Janney Montgomery Scott's SRH REIT Covered Call ETF position peaked at $505K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held SRH REIT Covered Call ETF as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.