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Provident Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-2,902
Closed -$68K – 237
2020
Q3 		$68K Sell
2,902
-653
-18% -$15.4K 0.08% 80
2020
Q2 		$84K Sell
3,555
-306
-8% -$6.62K 0.09% 44
2020
Q1 		$76K Sell
3,861
-7,008
-64% -$279K 0.09% 44
2019
Q4 		$501K Buy
+10,869
New +$495K 0.45% 31

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 $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Provident Wealth Management's SRET Position: Q4 2020 in Review

Provident Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2020, closing a stake of 2,902 shares — an estimated $68K sold.

Provident Wealth Management first reported a position in SRET in Q4 2019 and held it in 4 quarters. The position peaked at $501K in Q4 2019. 37 funds tracked by Wall St. Rank hold SRET as of Q4 2020.

  • Provident Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 2,902 Global X SuperDividend REIT ETF shares in Q4 2020, an estimated $68K.
  • Provident Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 4 quarters.
  • Provident Wealth Management's Global X SuperDividend REIT ETF position peaked at $501K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.