Kestra Advisory Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Kestra Advisory Services’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
2021 Q4	–	Sell	-3,402	Closed	-$97K	–	2177
2021 Q3	$97K	Sell	3,402 -385	-10%	-$11.3K	﹤0.01%	2059
2021 Q2	$112K	Sell	3,787 -793	-17%	-$23.6K	﹤0.01%	1943
2021 Q1	$131K	Sell	4,580 -880	-16%	-$24.3K	﹤0.01%	1788
2020 Q4	$145K	Buy	5,460 +1,573	+40%	+$39.6K	﹤0.01%	1758
2020 Q3	$92K	Buy	+3,887	New	+$91.4K	﹤0.01%	1368

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SWP

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

Kestra Advisory Services's SRET Position: Q4 2021 in Review

Kestra Advisory Services sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2021, closing a stake of 3,402 shares — an estimated $97K sold.

Kestra Advisory Services first reported a position in SRET in Q3 2020 and held it in 5 quarters. The position peaked at $145K in Q4 2020. 50 funds tracked by Wall St. Rank hold SRET as of Q4 2021.

Kestra Advisory Services reported no remaining Global X SuperDividend REIT ETF position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 3,402 Global X SuperDividend REIT ETF shares in Q4 2021, an estimated $97K.
Kestra Advisory Services first reported a position in Global X SuperDividend REIT ETF in Q3 2020 and held it in 5 quarters.
Kestra Advisory Services's Global X SuperDividend REIT ETF position peaked at $145K in Q4 2020.
50 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.