PSF
SRET icon

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

Pacific Sun 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
2020
Q2 		– Sell
-3,870
Closed -$76K – 141
2020
Q1 		$76K Buy
3,870
+510
+15% +$20.3K 0.09% 124
2019
Q4 		$155K Hold
3,360
– – 0.14% 142
2019
Q3 		$152K Buy
+3,360
New +$148K 0.14% 133

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pacific Sun Financial's SRET Position: Q2 2020 in Review

Pacific Sun Financial sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2020, closing a stake of 3,870 shares — an estimated $76K sold.

Pacific Sun Financial first reported a position in SRET in Q3 2019 and held it in 3 quarters. The position peaked at $155K in Q4 2019. 33 funds tracked by Wall St. Rank hold SRET as of Q2 2020.

  • Pacific Sun Financial reported no remaining Global X SuperDividend REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Pacific Sun Financial sold 3,870 Global X SuperDividend REIT ETF shares in Q2 2020, an estimated $76K.
  • Pacific Sun Financial first reported a position in Global X SuperDividend REIT ETF in Q3 2019 and held it in 3 quarters.
  • Pacific Sun Financial's Global X SuperDividend REIT ETF position peaked at $155K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2020.

Based on Pacific Sun Financial's 13F filing for Q2 2020, filed 20 Jul 2020.