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

SHP 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
2026 Q2	$5.18K	Buy	+228	New	+$5.1K	﹤0.01%	1150

Other funds holding SRET

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

SHP Wealth Management's SRET Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Global X SuperDividend REIT ETF (SRET) in Q2 2026: 228 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

SHP Wealth Management held 228 shares of Global X SuperDividend REIT ETF worth $5.18K as of Q2 2026.
Global X SuperDividend REIT ETF was a new SHP Wealth Management position in Q2 2026.
Global X SuperDividend REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1150 holding.
40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.