Redwood Financial Network’s Global X SuperDividend REIT ETF SRET Stock Holding History

Redwood Financial Network’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
2022 Q4	–	Sell	-3,446	Closed	-$71K	–	145
2022 Q3	$71K	Hold	3,446	–	–	0.08%	129
2022 Q2	$83K	Hold	3,446	–	–	0.09%	132
2022 Q1	$95K	Buy	+3,446	New	+$93.6K	0.09%	153

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

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

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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Redwood Financial Network's SRET Position: Q4 2022 in Review

Redwood Financial Network sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2022, closing a stake of 3,446 shares — an estimated $71K sold.

Redwood Financial Network first reported a position in SRET in Q1 2022 and held it in 3 quarters. The position peaked at $95K in Q1 2022. 29 funds tracked by Wall St. Rank hold SRET as of Q4 2022.

Redwood Financial Network reported no remaining Global X SuperDividend REIT ETF position as of Q4 2022 after selling out during the quarter.
Redwood Financial Network sold 3,446 Global X SuperDividend REIT ETF shares in Q4 2022, an estimated $71K.
Redwood Financial Network first reported a position in Global X SuperDividend REIT ETF in Q1 2022 and held it in 3 quarters.
Redwood Financial Network's Global X SuperDividend REIT ETF position peaked at $95K in Q1 2022.
29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2022.

Based on Redwood Financial Network's 13F filing for Q4 2022, filed 14 Feb 2023.