Wealthcare Advisory Partners’s Global X SuperDividend REIT ETF SRET Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-1,011	Closed	-$20K	–	1209
2020 Q1	$20K	Sell	1,011 -21,512	-96%	-$857K	﹤0.01%	737
2019 Q4	$1.04M	Sell	22,523 -202	-0.9%	-$9.19K	0.13%	100
2019 Q3	$1.02M	Buy	22,725 +2,027	+10%	+$89.6K	0.15%	82
2019 Q2	$921K	Buy	20,698 +5,679	+38%	+$254K	0.15%	87
2019 Q1	$677K	Buy	15,019 +8,900	+145%	+$394K	0.12%	111
2018 Q4	$249K	Buy	6,119 +5,913	+2,870%	+$258K	0.05%	181
2018 Q3	$9K	Buy	206 +136	+194%	+$6.31K	﹤0.01%	878
2018 Q2	$3K	Buy	+70	New	+$3.1K	﹤0.01%	1085

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthcare Advisory Partners's SRET Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2020, closing a stake of 1,011 shares — an estimated $20K sold.

Wealthcare Advisory Partners first reported a position in SRET in Q2 2018 and held it in 8 quarters. The position peaked at $1.04M in Q4 2019. 33 funds tracked by Wall St. Rank hold SRET as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Global X SuperDividend REIT ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,011 Global X SuperDividend REIT ETF shares in Q2 2020, an estimated $20K.
Wealthcare Advisory Partners first reported a position in Global X SuperDividend REIT ETF in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Global X SuperDividend REIT ETF position peaked at $1.04M in Q4 2019.
33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.