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Sowell Financial Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-420
Closed -$12K – 2423
2021
Q1 		$12K Hold
420
– – ﹤0.01% 2250
2020
Q4 		$11K Hold
420
– – ﹤0.01% 1975
2020
Q3 		$10K Buy
+420
New +$9.88K ﹤0.01% 1814

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Sowell Financial Services's SRET Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2021, closing a stake of 420 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in SRET in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 48 funds tracked by Wall St. Rank hold SRET as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X SuperDividend REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 420 Global X SuperDividend REIT ETF shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Global X SuperDividend REIT ETF in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Global X SuperDividend REIT ETF position peaked at $12K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.