Sightline Wealth Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

Sightline Wealth 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
2022 Q4	–	Sell	-6,794	Closed	-$141K	–	65
2022 Q3	$141K	Buy	+6,794	New	+$167K	0.17%	47
2022 Q1	–	Sell	-25,079	Closed	-$720K	–	57
2021 Q4	$720K	Sell	25,079 -4,448	-15%	-$128K	0.64%	23
2021 Q3	$842K	Sell	29,527 -3,175	-10%	-$92.9K	0.7%	21
2021 Q2	$970K	Buy	32,702 +1,636	+5%	+$48.7K	0.8%	17
2021 Q1	$892K	Buy	+31,066	New	+$858K	0.82%	18

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 $299B AUM 28.69% 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

Sightline Wealth Advisors's SRET Position: Q4 2022 in Review

Sightline Wealth Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2022, closing a stake of 6,794 shares — an estimated $141K sold.

Sightline Wealth Advisors first reported a position in SRET in Q1 2021 and held it in 5 quarters. The position peaked at $970K in Q2 2021. 29 funds tracked by Wall St. Rank hold SRET as of Q4 2022.

Sightline Wealth Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q4 2022 after selling out during the quarter.
Sightline Wealth Advisors sold 6,794 Global X SuperDividend REIT ETF shares in Q4 2022, an estimated $141K.
Sightline Wealth Advisors first reported a position in Global X SuperDividend REIT ETF in Q1 2021 and held it in 5 quarters.
Sightline Wealth Advisors's Global X SuperDividend REIT ETF position peaked at $970K in Q2 2021.
29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2022.

Based on Sightline Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.