Wealth Enhancement Advisory Services
SRET icon

Wealth Enhancement Advisory Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.09M Sell
48,028
-801
-2% -$17.9K ﹤0.01% 2011
2026
Q1 		$1.05M Buy
48,829
+441
+0.9% +$9.82K ﹤0.01% 1763
2025
Q4 		$1.07M Sell
48,388
-1,121
-2% -$24.3K ﹤0.01% 1915
2025
Q3 		$1.07M Sell
49,509
-223
-0.4% -$4.79K ﹤0.01% 1820
2025
Q2 		$1.06M Sell
49,732
-302
-0.6% -$6.18K ﹤0.01% 1717
2025
Q1 		$1.06M Sell
50,034
-338
-0.7% -$7.01K ﹤0.01% 1568
2024
Q4 		$1.01M Buy
+50,372
New +$1.07M ﹤0.01% 1540

Other funds holding SRET

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's SRET Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Global X SuperDividend REIT ETF (SRET) stake by 1.6% in Q2 2026, selling an estimated $17.9K and leaving 48,028 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Wealth Enhancement Advisory Services first reported a position in SRET in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold SRET as of Q2 2026.

  • Wealth Enhancement Advisory Services held 48,028 shares of Global X SuperDividend REIT ETF worth $1.09M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 801 Global X SuperDividend REIT ETF shares in Q2 2026, an estimated $17.9K.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2011 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X SuperDividend REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.