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World Investment Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

World Investment Advisors’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
Q2 		– Sell
-4,950
Closed -$136K – 290
2022
Q1 		$136K Hold
4,950
– – 0.03% 263
2021
Q4 		$134K Hold
4,950
– – 0.03% 260
2021
Q3 		$141K Buy
4,950
+1,333
+37% +$39K 0.03% 244
2021
Q2 		$107K Buy
+3,617
New +$108K 0.02% 247

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

World Investment Advisors's SRET Position: Q2 2022 in Review

World Investment Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2022, closing a stake of 4,950 shares — an estimated $136K sold.

World Investment Advisors first reported a position in SRET in Q2 2021 and held it in 4 quarters. The position peaked at $141K in Q3 2021. 47 funds tracked by Wall St. Rank hold SRET as of Q2 2022.

  • World Investment Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q2 2022 after selling out during the quarter.
  • World Investment Advisors sold 4,950 Global X SuperDividend REIT ETF shares in Q2 2022, an estimated $136K.
  • World Investment Advisors first reported a position in Global X SuperDividend REIT ETF in Q2 2021 and held it in 4 quarters.
  • World Investment Advisors's Global X SuperDividend REIT ETF position peaked at $141K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2022.

Based on World Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.