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

Raymond James 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
2026
Q2 		$404K Buy
+17,839
New +$399K ﹤0.01% 4656
2025
Q3 		– Sell
-7,401
Closed -$157K – 6534
2025
Q2 		$157K Buy
+7,401
New +$151K ﹤0.01% 4640

Other funds holding SRET

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Raymond James Financial's SRET Position: Q2 2026 in Review

Raymond James Financial opened a new position in Global X SuperDividend REIT ETF (SRET) in Q2 2026: 17,839 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #4656 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in SRET as recently as Q2 2025.

Raymond James Financial first reported a position in SRET in Q2 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Raymond James Financial held 17,839 shares of Global X SuperDividend REIT ETF worth $404K as of Q2 2026.
  • Global X SuperDividend REIT ETF was a new Raymond James Financial position in Q2 2026.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4656 holding.
  • Raymond James Financial first reported a position in Global X SuperDividend REIT ETF in Q2 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.