Retirement Group’s Global X SuperDividend REIT ETF SRET Stock Holding History

Retirement Group’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	$9.45K	Buy	462 +8	+2%	+$164	﹤0.01%	481
2023 Q4	$10K	Buy	454 +9	+2%	+$181	﹤0.01%	448
2023 Q3	$8.95K	Buy	445 +8	+2%	+$172	﹤0.01%	425
2023 Q2	$9.39K	Buy	437 +8	+2%	+$171	﹤0.01%	420
2023 Q1	$9K	Buy	429 +8	+2%	+$182	﹤0.01%	408
2022 Q4	$9K	Buy	421 +8	+2%	+$173	﹤0.01%	368
2022 Q3	$9K	Buy	413 +7	+2%	+$172	0.01%	269
2022 Q2	$10K	Buy	406 +7	+2%	+$180	﹤0.01%	442
2022 Q1	$11K	Buy	399 +7	+2%	+$190	﹤0.01%	450
2021 Q4	$11K	Sell	392 -596	-60%	-$17.1K	﹤0.01%	421
2021 Q3	$28K	Buy	988 +14	+1%	+$410	0.01%	276
2021 Q2	$29K	Buy	974 +14	+1%	+$417	0.01%	280
2021 Q1	$27K	Buy	960 +16	+2%	+$442	0.01%	340
2020 Q4	$25K	Buy	944 +17	+2%	+$428	0.01%	336
2020 Q3	$22K	Buy	927 +19	+2%	+$447	0.01%	319
2020 Q2	$21K	Buy	+908	New	+$19.6K	0.01%	313
2019 Q4	$52K	Buy	+1,118	New	+$50.9K	0.03%	229

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 $299B AUM 28.69% 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

Retirement Group's SRET Position: Q1 2024 in Review

Retirement Group increased its Global X SuperDividend REIT ETF (SRET) stake by 1.8% in Q1 2024, buying an estimated $164 and bringing the position to 462 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Retirement Group first reported a position in SRET in Q4 2019 and has held it in 17 quarters since. The position peaked at $52K in Q4 2019. 35 funds tracked by Wall St. Rank hold SRET as of Q1 2024.

Retirement Group held 462 shares of Global X SuperDividend REIT ETF worth $9.45K as of Q1 2024.
Retirement Group bought 8 Global X SuperDividend REIT ETF shares in Q1 2024, an estimated $164.
Global X SuperDividend REIT ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #481 holding.
Retirement Group first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Global X SuperDividend REIT ETF position peaked at $52K in Q4 2019.
35 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.