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Sound Income Strategies’s Global X SuperDividend REIT ETF SRET Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-405
Closed -$8.59K – 1702
2025
Q1 		$8.59K Buy
405
+8
+2% +$166 ﹤0.01% 943
2024
Q4 		$7.94K Buy
397
+9
+2% +$191 ﹤0.01% 892
2024
Q3 		$8.72K Buy
388
+8
+2% +$172 ﹤0.01% 822
2024
Q2 		$7.58K Sell
380
-69
-15% -$1.37K ﹤0.01% 833
2024
Q1 		$9.18K Sell
449
-282
-39% -$5.77K ﹤0.01% 776
2023
Q4 		$16.2K Buy
731
+282
+63% +$5.68K ﹤0.01% 631
2023
Q3 		$9.03K Buy
+449
New +$9.67K ﹤0.01% 610

Other funds holding SRET

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 74.25% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Income Strategies's SRET Position: Q2 2025 in Review

Sound Income Strategies sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2025, closing a stake of 405 shares — an estimated $8.59K sold.

Sound Income Strategies first reported a position in SRET in Q3 2023 and held it in 7 quarters. The position peaked at $16.2K in Q4 2023. 30 funds tracked by Wall St. Rank hold SRET as of Q2 2025.

  • Sound Income Strategies reported no remaining Global X SuperDividend REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 405 Global X SuperDividend REIT ETF shares in Q2 2025, an estimated $8.59K.
  • Sound Income Strategies first reported a position in Global X SuperDividend REIT ETF in Q3 2023 and held it in 7 quarters.
  • Sound Income Strategies's Global X SuperDividend REIT ETF position peaked at $16.2K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.