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LifeSteps Financial’s Global X SuperDividend REIT ETF SRET Stock Holding History

LifeSteps Financial’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 		$1.5K Buy
+66
New +$1.48K ﹤0.01% 709

Other funds holding SRET

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

LifeSteps Financial's SRET Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Global X SuperDividend REIT ETF (SRET) in Q2 2026: 66 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings.

8 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • LifeSteps Financial held 66 shares of Global X SuperDividend REIT ETF worth $1.5K as of Q2 2026.
  • Global X SuperDividend REIT ETF was a new LifeSteps Financial position in Q2 2026.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #709 holding.
  • 8 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.