Sterling Financial Planning’s Global X SuperDividend REIT ETF SRET Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-504	Closed	-$14K	–	357
2021 Q3	$14K	Hold	504	–	–	0.01%	293
2021 Q2	$15K	Hold	504	–	–	0.01%	273
2021 Q1	$14K	Hold	504	–	–	0.01%	251
2020 Q4	$13K	Buy	+504	New	+$12.7K	0.01%	244

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sterling Financial Planning's SRET Position: Q4 2021 in Review

Sterling Financial Planning sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2021, closing a stake of 504 shares — an estimated $14K sold.

Sterling Financial Planning first reported a position in SRET in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 50 funds tracked by Wall St. Rank hold SRET as of Q4 2021.

Sterling Financial Planning reported no remaining Global X SuperDividend REIT ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 504 Global X SuperDividend REIT ETF shares in Q4 2021, an estimated $14K.
Sterling Financial Planning first reported a position in Global X SuperDividend REIT ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Global X SuperDividend REIT ETF position peaked at $15K in Q2 2021.
50 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.