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

JFS Wealth 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
2024
Q3 		– Hold
0
– – – 1963
2024
Q2 		– Sell
-1,195
Closed -$23.7K – 1983
2024
Q1 		$24.4K Buy
+1,195
New +$24.4K ﹤0.01% 584

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

JFS Wealth Advisors's SRET Position: Q3 2024 in Review

JFS Wealth Advisors held its Global X SuperDividend REIT ETF (SRET) position steady in Q3 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

JFS Wealth Advisors first reported a position in SRET in Q1 2024 and has held it in 1 quarter since. The position peaked at $24.4K in Q1 2024. 32 funds tracked by Wall St. Rank hold SRET as of Q3 2024.

  • JFS Wealth Advisors held 0 shares of Global X SuperDividend REIT ETF worth $1 as of Q3 2024.
  • JFS Wealth Advisors left its Global X SuperDividend REIT ETF share count unchanged in Q3 2024.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2024, its #1963 holding.
  • JFS Wealth Advisors first reported a position in Global X SuperDividend REIT ETF in Q1 2024 and has held it in 1 quarter since.
  • JFS Wealth Advisors's Global X SuperDividend REIT ETF position peaked at $24.4K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.