Raymond James Financial Services Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q1	–	Sell	-10,141	Closed	-$224K	–	3496
2023 Q4	$224K	Buy	+10,141	New	+$204K	﹤0.01%	2926
2022 Q4	–	Sell	-4,673	Closed	-$96K	–	3380
2022 Q3	$96K	Sell	4,673 -833	-15%	-$20.4K	﹤0.01%	3001
2022 Q2	$133K	Sell	5,506 -672	-11%	-$17.2K	﹤0.01%	2968
2022 Q1	$170K	Sell	6,178 -3,524	-36%	-$95.7K	﹤0.01%	3006
2021 Q4	$277K	Sell	9,702 -33	-0.3%	-$947	﹤0.01%	2769
2021 Q3	$278K	Buy	9,735 +547	+6%	+$16K	﹤0.01%	2743
2021 Q2	$273K	Buy	9,188 +4,078	+80%	+$121K	﹤0.01%	2791
2021 Q1	$146K	Buy	+5,110	New	+$141K	﹤0.01%	2986
2020 Q1	–	Sell	-139,667	Closed	-$6.44M	–	2808
2019 Q4	$6.44M	Buy	+139,667	New	+$6.36M	0.02%	647

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Raymond James Financial Services Advisors's SRET Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2024, closing a stake of 10,141 shares — an estimated $224K sold.

Raymond James Financial Services Advisors first reported a position in SRET in Q4 2019 and held it in 9 quarters. The position peaked at $6.44M in Q4 2019. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 10,141 Global X SuperDividend REIT ETF shares in Q1 2024, an estimated $224K.
Raymond James Financial Services Advisors first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 9 quarters.
Raymond James Financial Services Advisors's Global X SuperDividend REIT ETF position peaked at $6.44M in Q4 2019.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.