SRET β€” GLOBAL X FDS

Ownership history in D.A. DAVIDSON & CO.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in GLOBAL X FDS (SRET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2025 Q4)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    SRET price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 244,240 β€” β€” 0.03% $5.3M $21.49

🏒 Other funds also holding SRET

As of 2025 Q4 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.09% SYKON CAPITAL LLC 0.07% Sigma Planning Corp 3Y 7Y 0.02% MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Stratos Wealth Partners, LTD. 3Y 7Y 0.01% Founders Financial Alliance, LLC 3Y 0.01% LPL Financial LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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