SRH Advisors’s SRH REIT Covered Call ETF SRHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.1M Sell
877,013
-2,260
-0.3% -$129K 13.28% 2
2026
Q1
$46.3M Buy
879,273
+1
+0% +$55 13.25% 2
2025
Q4
$46.6M Buy
879,272
+1,013
+0.1% +$54.6K 13.42% 2
2025
Q3
$48.6M Buy
878,259
+37
+0% +$2.03K 14.2% 2
2025
Q2
$47.9M Buy
878,222
+48
+0% +$2.6K 14.56% 2
2025
Q1
$49.7M Buy
878,174
+37
+0% +$2.11K 15.33% 2
2024
Q4
$50.3M Buy
878,137
+32
+0% +$1.92K 14.92% 2
2024
Q3
$54.3M Buy
878,105
+1,031
+0.1% +$61.3K 16.48% 2
2024
Q2
$48.8M Buy
877,074
+41
+0% +$2.27K 16.34% 2
2024
Q1
$51.4M Buy
877,033
+1,528
+0.2% +$88.5K 16.29% 2
2023
Q4
$51.6M Buy
+875,505
New +$49.1M 18.03% 2

SRH Advisors's SRHR Position: Q2 2026 in Review

SRH Advisors reduced its SRH REIT Covered Call ETF (SRHR) stake by 0.26% in Q2 2026, selling an estimated $129K and leaving 877,013 shares worth $52.1M. The position accounts for 13.28% of the portfolio, ranked #2.

SRH Advisors first reported a position in SRHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.3M in Q3 2024. 1 fund tracked by Wall St. Rank holds SRHR as of Q2 2026.

  • SRH Advisors held 877,013 shares of SRH REIT Covered Call ETF worth $52.1M as of Q2 2026.
  • SRH Advisors sold 2,260 SRH REIT Covered Call ETF shares in Q2 2026, an estimated $129K.
  • SRH REIT Covered Call ETF made up 13.28% of SRH Advisors's portfolio in Q2 2026, its #2 holding.
  • SRH Advisors first reported a position in SRH REIT Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
  • SRH Advisors's SRH REIT Covered Call ETF position peaked at $54.3M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held SRH REIT Covered Call ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.