SPC
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Sigma Planning Corp’s Global X SuperDividend REIT ETF SRET Stock Holding History

Sigma Planning Corp’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 		– Sell
-50,709
Closed -$1.08M – 1466
2026
Q1 		$1.08M Buy
50,709
+12,985
+34% +$289K 0.03% 545
2025
Q4 		$821K Buy
37,724
+5,468
+17% +$119K 0.02% 615
2025
Q3 		$698K Buy
32,256
+3,366
+12% +$72.3K 0.02% 675
2025
Q2 		$611K Buy
28,890
+14,394
+99% +$294K 0.02% 698
2025
Q1 		$307K Buy
+14,496
New +$301K 0.01% 937
2024
Q2 		– Sell
-11,615
Closed -$237K – 1262
2024
Q1 		$237K Buy
+11,615
New +$238K 0.01% 1059
2023
Q2 		– Sell
-28,490
Closed -$620K – 1346
2023
Q1 		$620K Buy
+28,490
New +$648K 0.02% 714
2021
Q4 		– Sell
-23,288
Closed -$664K – 1462
2021
Q3 		$664K Buy
23,288
+3,943
+20% +$115K 0.02% 695
2021
Q2 		$574K Buy
19,345
+1,738
+10% +$51.8K 0.02% 775
2021
Q1 		$504K Sell
17,607
-100
-0.6% -$2.76K 0.02% 765
2020
Q4 		$472K Buy
17,707
+12,385
+233% +$312K 0.02% 717
2020
Q3 		$125K Buy
5,322
+1,406
+36% +$33.1K ﹤0.01% 1006
2020
Q2 		$92K Sell
3,916
-330
-8% -$7.14K ﹤0.01% 1010
2020
Q1 		$84K Sell
4,246
-37
-0.9% -$1.47K 0.01% 857
2019
Q4 		$197K Buy
+4,283
New +$195K 0.01% 970

Other funds holding SRET

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Sigma Planning Corp's SRET Position: Q2 2026 in Review

Sigma Planning Corp sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2026, closing a stake of 50,709 shares — an estimated $1.08M sold.

Sigma Planning Corp first reported a position in SRET in Q4 2019 and held it in 15 quarters. The position peaked at $1.08M in Q1 2026. 18 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Sigma Planning Corp reported no remaining Global X SuperDividend REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 50,709 Global X SuperDividend REIT ETF shares in Q2 2026, an estimated $1.08M.
  • Sigma Planning Corp first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 15 quarters.
  • Sigma Planning Corp's Global X SuperDividend REIT ETF position peaked at $1.08M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.