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 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 $392M AUM 18.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Advisors's SRHR Position: Q1 2026 in Review

NewEdge Advisors increased its SRH REIT Covered Call ETF (SRHR) stake by 4.9% in Q1 2026, buying an estimated $11.8K and bringing the position to 4,630 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

NewEdge Advisors first reported a position in SRHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $268K in Q2 2025. 3 funds tracked by Wall St. Rank hold SRHR as of Q1 2026.

NewEdge Advisors held 4,630 shares of SRH REIT Covered Call ETF worth $244K as of Q1 2026.
NewEdge Advisors bought 215 SRH REIT Covered Call ETF shares in Q1 2026, an estimated $11.8K.
SRH REIT Covered Call ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2496 holding.
NewEdge Advisors first reported a position in SRH REIT Covered Call ETF in Q1 2025 and has held it in 5 quarters since.
NewEdge Advisors's SRH REIT Covered Call ETF position peaked at $268K in Q2 2025.
3 funds tracked by Wall St. Rank held SRH REIT Covered Call ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.