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Stonegate Investment Group’s Global X SuperDividend REIT ETF SRET Stock Holding History

Stonegate Investment Group’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
2022
Q2 		– Sell
-4,300
Closed -$119K – 342
2022
Q1 		$119K Buy
+4,300
New +$117K ﹤0.01% 255

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Stonegate Investment Group's SRET Position: Q2 2022 in Review

Stonegate Investment Group sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2022, closing a stake of 4,300 shares — an estimated $119K sold.

Stonegate Investment Group first reported a position in SRET in Q1 2022 and held it in 1 quarter. The position peaked at $119K in Q1 2022. 47 funds tracked by Wall St. Rank hold SRET as of Q2 2022.

  • Stonegate Investment Group reported no remaining Global X SuperDividend REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 4,300 Global X SuperDividend REIT ETF shares in Q2 2022, an estimated $119K.
  • Stonegate Investment Group first reported a position in Global X SuperDividend REIT ETF in Q1 2022 and held it in 1 quarter.
  • Stonegate Investment Group's Global X SuperDividend REIT ETF position peaked at $119K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2022.

Based on Stonegate Investment Group's 13F filing for Q2 2022, filed 9 Aug 2022.