Stratos Wealth Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Stratos Wealth Partners’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,881	Closed	-$276K	–	1286
2022 Q1	$276K	Buy	+2,881	New	+$267K	0.01%	1017
2016 Q4	–	Sell	-8,912	Closed	-$584K	–	767
2016 Q3	$584K	Sell	8,912 -623	-7%	-$41.7K	0.04%	323
2016 Q2	$644K	Buy	9,535 +1,211	+15%	+$78.5K	0.05%	286
2016 Q1	$549K	Buy	8,324 +4,941	+146%	+$305K	0.05%	276
2015 Q4	$215K	Buy	+3,383	New	+$207K	0.02%	500

Other funds holding REZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Stratos Wealth Partners's REZ Position: Q2 2022 in Review

Stratos Wealth Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 2,881 shares — an estimated $276K sold.

Stratos Wealth Partners first reported a position in REZ in Q4 2015 and held it in 5 quarters. The position peaked at $644K in Q2 2016. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

Stratos Wealth Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Partners sold 2,881 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $276K.
Stratos Wealth Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and held it in 5 quarters.
Stratos Wealth Partners's iShares Residential and Multisector Real Estate ETF position peaked at $644K in Q2 2016.
148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.