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

WealthSource 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
2022 Q4	–	Sell	-13,818	Closed	-$285K	–	528
2022 Q3	$285K	Sell	13,818 -66,159	-83%	-$1.62M	0.02%	396
2022 Q2	$1.93M	Buy	79,977 +4,575	+6%	+$117K	0.14%	119
2022 Q1	$2.08M	Buy	75,402 +9,165	+14%	+$249K	0.14%	122
2021 Q4	$1.89M	Buy	66,237 +2,974	+5%	+$85.3K	0.15%	110
2021 Q3	$1.8M	Buy	+63,263	New	+$1.85M	0.16%	108

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

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

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

WealthSource Partners's SRET Position: Q4 2022 in Review

WealthSource Partners sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2022, closing a stake of 13,818 shares — an estimated $285K sold.

WealthSource Partners first reported a position in SRET in Q3 2021 and held it in 5 quarters. The position peaked at $2.08M in Q1 2022. 29 funds tracked by Wall St. Rank hold SRET as of Q4 2022.

WealthSource Partners reported no remaining Global X SuperDividend REIT ETF position as of Q4 2022 after selling out during the quarter.
WealthSource Partners sold 13,818 Global X SuperDividend REIT ETF shares in Q4 2022, an estimated $285K.
WealthSource Partners first reported a position in Global X SuperDividend REIT ETF in Q3 2021 and held it in 5 quarters.
WealthSource Partners's Global X SuperDividend REIT ETF position peaked at $2.08M in Q1 2022.
29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.