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Money Concepts Capital’s Global X SuperDividend REIT ETF SRET Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,869
Closed -$83.9K – 2574
2022
Q4 		$83.9K Buy
+3,869
New +$83.8K ﹤0.01% 1040
2022
Q2 		– Sell
-741
Closed -$20K – 2486
2022
Q1 		$20K Buy
+741
New +$20.1K ﹤0.01% 1619

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Money Concepts Capital's SRET Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2023, closing a stake of 3,869 shares — an estimated $83.9K sold.

Money Concepts Capital first reported a position in SRET in Q1 2022 and held it in 2 quarters. The position peaked at $83.9K in Q4 2022. 37 funds tracked by Wall St. Rank hold SRET as of Q1 2023.

  • Money Concepts Capital reported no remaining Global X SuperDividend REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,869 Global X SuperDividend REIT ETF shares in Q1 2023, an estimated $83.9K.
  • Money Concepts Capital first reported a position in Global X SuperDividend REIT ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Global X SuperDividend REIT ETF position peaked at $83.9K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.