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Zynergy Retirement Planning’s ALPS Active REIT ETF REIT Stock Holding History

Zynergy Retirement Planning’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,814
Closed -$76.7K – 86
2025
Q1 		$76.7K Hold
2,814
– – 0.05% 35
2024
Q4 		$82.1K Hold
2,814
– – 0.06% 35
2024
Q3 		$82.1K Buy
2,814
+264
+10% +$7.29K 0.06% 35
2024
Q2 		$64.8K Buy
+2,550
New +$63.2K 0.05% 34

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Zynergy Retirement Planning's REIT Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of ALPS Active REIT ETF (REIT) in Q2 2025, closing a stake of 2,814 shares — an estimated $76.7K sold.

Zynergy Retirement Planning first reported a position in REIT in Q2 2024 and held it in 4 quarters. The position peaked at $82.1K in Q4 2024. 19 funds tracked by Wall St. Rank hold REIT as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining ALPS Active REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 2,814 ALPS Active REIT ETF shares in Q2 2025, an estimated $76.7K.
  • Zynergy Retirement Planning first reported a position in ALPS Active REIT ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's ALPS Active REIT ETF position peaked at $82.1K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.