NewEdge Advisors’s SRH REIT Covered Call ETF SRHR Stock Holding History

NewEdge Advisors’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
2026 Q3	$253K	Buy	4,633 +1	+0%	+$59	﹤0.01%	2651
2026 Q2	$275K	Buy	4,632 +2	+0%	+$114	﹤0.01%	2562
2026 Q1	$244K	Buy	4,630 +215	+5%	+$11.8K	﹤0.01%	2496
2025 Q4	$234K	Buy	4,415 +2	+0%	+$108	﹤0.01%	2486
2025 Q3	$244K	Sell	4,413 -499	-10%	-$27.4K	﹤0.01%	2303
2025 Q2	$268K	Buy	4,912 +863	+21%	+$46.8K	﹤0.01%	2082
2025 Q1	$229K	Buy	+4,049	New	+$231K	﹤0.01%	2033

Other funds holding SRHR

SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewEdge Advisors's SRHR Position: Q3 2026 in Review

NewEdge Advisors increased its SRH REIT Covered Call ETF (SRHR) stake by 0.02% in Q3 2026, buying an estimated $59 and bringing the position to 4,633 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

NewEdge Advisors first reported a position in SRHR in Q1 2025 and has held it in 7 quarters since. The position peaked at $275K in Q2 2026. 3 funds tracked by Wall St. Rank hold SRHR as of Q3 2026.

NewEdge Advisors held 4,633 shares of SRH REIT Covered Call ETF worth $253K as of Q3 2026.
NewEdge Advisors bought 1 SRH REIT Covered Call ETF share in Q3 2026, an estimated $59.
SRH REIT Covered Call ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2651 holding.
NewEdge Advisors first reported a position in SRH REIT Covered Call ETF in Q1 2025 and has held it in 7 quarters since.
NewEdge Advisors's SRH REIT Covered Call ETF position peaked at $275K in Q2 2026.
3 funds tracked by Wall St. Rank held SRH REIT Covered Call ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.