Triumph Capital Management
SRET icon

Triumph Capital Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Triumph Capital 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
Q3 		$10K Hold
500
– – ﹤0.01% 1201
2026
Q2 		$11.3K Hold
500
– – ﹤0.01% 1123
2026
Q1 		$10.6K Hold
500
– – ﹤0.01% 1102
2025
Q4 		$10.9K Buy
+500
New +$10.9K ﹤0.01% 1055

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SBI Securities
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Triumph Capital Management's SRET Position: Q3 2026 in Review

Triumph Capital Management held its Global X SuperDividend REIT ETF (SRET) position steady in Q3 2026 at 500 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Triumph Capital Management first reported a position in SRET in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.3K in Q2 2026. 14 funds tracked by Wall St. Rank hold SRET as of Q3 2026.

  • Triumph Capital Management held 500 shares of Global X SuperDividend REIT ETF worth $10K as of Q3 2026.
  • Triumph Capital Management left its Global X SuperDividend REIT ETF share count unchanged in Q3 2026.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1201 holding.
  • Triumph Capital Management first reported a position in Global X SuperDividend REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Global X SuperDividend REIT ETF position peaked at $11.3K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.