TS Financial Group (TSFG)’s ALPS Active REIT ETF REIT Stock Holding History

TS Financial Group (TSFG)’s Portfolio REIT Stock Details REIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-46	Closed	-$1K	–	908
2026 Q1	$1K	Sell	46 -14	-23%	-$387	﹤0.01%	801
2025 Q4	$2K	Hold	60	–	–	﹤0.01%	748
2025 Q3	$2K	Buy	+60	New	+$1.59K	﹤0.01%	755

Other funds holding REIT

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

TS Financial Group (TSFG)'s REIT Position: Q2 2026 in Review

TS Financial Group (TSFG) sold out of ALPS Active REIT ETF (REIT) in Q2 2026, closing a stake of 46 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in REIT in Q3 2025 and held it in 3 quarters. The position peaked at $2K in Q4 2025. 4 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

TS Financial Group (TSFG) reported no remaining ALPS Active REIT ETF position as of Q2 2026 after selling out during the quarter.
TS Financial Group (TSFG) sold 46 ALPS Active REIT ETF shares in Q2 2026, an estimated $1K.
TS Financial Group (TSFG) first reported a position in ALPS Active REIT ETF in Q3 2025 and held it in 3 quarters.
TS Financial Group (TSFG)'s ALPS Active REIT ETF position peaked at $2K in Q4 2025.
4 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.