Tru Independence Asset Management 2’s Global X SuperDividend REIT ETF SRET Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-5,832	Closed	-$167K	–	133
2021 Q4	$167K	Sell	5,832 -513	-8%	-$14.7K	0.09%	130
2021 Q3	$181K	Buy	6,345 +2,576	+68%	+$75.4K	0.13%	103
2021 Q2	$112K	Buy	3,769 +189	+5%	+$5.63K	0.08%	111
2021 Q1	$102K	Buy	+3,580	New	+$98.9K	0.08%	103

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Tru Independence Asset Management 2's SRET Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2022, closing a stake of 5,832 shares — an estimated $167K sold.

Tru Independence Asset Management 2 first reported a position in SRET in Q1 2021 and held it in 4 quarters. The position peaked at $181K in Q3 2021. 50 funds tracked by Wall St. Rank hold SRET as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Global X SuperDividend REIT ETF position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 5,832 Global X SuperDividend REIT ETF shares in Q1 2022, an estimated $167K.
Tru Independence Asset Management 2 first reported a position in Global X SuperDividend REIT ETF in Q1 2021 and held it in 4 quarters.
Tru Independence Asset Management 2's Global X SuperDividend REIT ETF position peaked at $181K in Q3 2021.
50 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.