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
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

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Bank of America
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Citadel Advisors
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Morgan Stanley
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return