Synergy Investment Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Synergy Investment Management’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
2026 Q1	$12.7K	Buy	+600	New	+$13.4K	﹤0.01%	469

Other funds holding SRET

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

SWP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Synergy Investment Management's SRET Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Global X SuperDividend REIT ETF (SRET) in Q1 2026: 600 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings.

36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

Synergy Investment Management held 600 shares of Global X SuperDividend REIT ETF worth $12.7K as of Q1 2026.
Global X SuperDividend REIT ETF was a new Synergy Investment Management position in Q1 2026.
Global X SuperDividend REIT ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #469 holding.
36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.