Global Retirement Partners, LLC Purchases in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDS
Factset Research Systems Inc

Financial Services
144
+ 51.61%
$398.85 - $473.32 $57.4K - $68.2K
423 $189K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
632
+ 68.32%
$59.98 - $74.92 $37.9K - $47.3K
1.56K $115K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.54K
+ 71.63%
$27.46 - $33.2 $42.4K - $51.2K
3.7K $122K
HEZU
Ishares Currency Hedged Msci E

ETFs
1.31K
+ 1236.79%
$34.68 - $41.63 $45.5K - $54.6K
1.42K $58K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.06K
+ 3963.46%
$22.63 - $26.95 $46.6K - $55.5K
2.11K $56K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
420
+ 7.84%
$40.95 - $57.85 $17.2K - $24.3K
5.78K $331K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
349
+ 17.28%
$91.62 - $109.97 $32K - $38.4K
2.37K $260K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.2K
New
$33.86 - $45.77 $40.6K - $54.9K
1.2K $54K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
745
+ 6.88%
$37.18 - $42.55 $27.7K - $31.7K
11.6K $492K
UNF
Unifirst Corp

Industrials
203
+ 21.64%
$161.86 - $189.64 $32.9K - $38.5K
1.14K $214K
EWD
Ishares Inc Msci Sweden ETF

ETFs
1.05K
+ 129.3%
$37.07 - $46.35 $38.8K - $48.5K
1.86K $84K
ATRO
Astronics Corp

Industrials
1.6K
New
$20.03 - $35.81 $32.1K - $57.4K
1.6K $53K
FTC
First Tr Lge Cap Growth

ETFs
154
+ 6.84%
$116.97 - $150.97 $18K - $23.2K
2.41K $363K
RACE
Ferrari N.V.

Consumer Cyclical
65
+ 21.1%
$397.86 - $499.02 $25.9K - $32.4K
373 $183K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1K
+ 37.22%
$49.79 - $50.59 $49.8K - $50.6K
3.69K $186K
IWX
Ishares Tr Russell 200 Value E

ETFs
623
+ 1297.92%
$73.26 - $84.19 $45.6K - $52.5K
671 $56K
ADSK
Autodesk, Inc.

Technology
213
+ 3.5%
N/A
6.3K $1.55M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
5.51K
+ 125.8%
$8.65 - $10.52 $47.7K - $58K
9.89K $104K
CORT
Corcept Therapeutics Inc

Healthcare
666
+ 475.71%
$62.24 - $91.93 $41.5K - $61.2K
806 $59K
MTB
M&T Bank Corp

Financial Services
216
+ 12.44%
$156.58 - $193.99 $33.8K - $41.9K
1.95K $378K
SJM
J M Smucker CO

Consumer Defensive
585
+ 96.38%
$94.41 - $118.52 $55.2K - $69.3K
1.19K $117K
SPFF
Global X Superincome Preferred

ETFs
6.49K
+ 25.51%
$8.34 - $8.97 $54.1K - $58.2K
31.9K $286K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
2.06K
+ 28.95%
$22.15 - $23.69 $45.6K - $48.8K
9.18K $217K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
153
+ 9.08%
$139.8 - $197.22 $21.4K - $30.2K
1.84K $362K
FXL
First Tr Exchange Traded Fd Fi

ETFs
190
+ 7.94%
$115.28 - $157.36 $21.9K - $29.9K
2.58K $406K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
523
+ 637.8%
$86.97 - $102.82 $45.5K - $53.8K
605 $58K
ZETA
Zeta Global Holdings Corp.

Technology
3.38K
+ 422.88%
$11.02 - $16.81 $37.3K - $56.9K
4.18K $64K
SCCO
Southern Copper Corp

Basic Materials
477
+ 285.63%
$75.63 - $104.64 $36.1K - $49.9K
644 $65K
HGER
Harbor ETF Tr All Weather Infl
2.07K
New
$22.13 - $25.39 $45.8K - $52.5K
2.07K $50K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
2K
New
N/A
2K $50K
PPLT
Abrdn Platinum ETF Trust

ETFs
550
New
N/A
550 $49K
HALO
Halozyme Therapeutics, Inc.

Healthcare
891
+ 328.78%
$47.91 - $70.14 $42.7K - $62.5K
1.16K $60K
COPX
Global X Copper Miners ETF

ETFs
771
+ 40.45%
$31.24 - $45.59 $24.1K - $35.1K
2.68K $120K
EOSE
Eos Energy Enterprises, Inc.

Industrials
9.13K
+ 181.41%
$3.3 - $7.11 $30.1K - $64.9K
14.2K $72K
ERIC
Ericsson Lm Telephone CO

Technology
3.17K
+ 6.49%
$6.77 - $8.86 $21.5K - $28.1K
52.1K $441K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
3.58K
+ 34.93%
$12.03 - $14.44 $43K - $51.6K
13.8K $199K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.3K
+ 83.57%
$26.99 - $33.86 $35K - $43.9K
2.85K $95K
FNV
Franco Nevada Corp

Basic Materials
30
+ 3.4%
$143.04 - $178.17 $4.29K - $5.35K
912 $149K
TM
Toyota Motor Corp

Consumer Cyclical
392
+ 40.79%
$158.63 - $195.39 $62.2K - $76.6K
1.35K $233K
SKYY
First Trust Cloud Computing Et

ETFs
343
+ 23.37%
$89.46 - $121.64 $30.7K - $41.7K
1.81K $220K
PUI
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 66.27%
$37.97 - $42.42 $38K - $42.4K
2.51K $104K
CTSH
Cognizant Technology Solutions Corp

Technology
564
+ 44.73%
$66.47 - $81.81 $37.5K - $46.1K
1.83K $142K
PAC
Pacific Airport Group

Industrials
202
New
$175.11 - $238.95 $35.4K - $48.3K
202 $46K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.75K
New
$26.61 - $29.9 $46.5K - $52.3K
1.75K $46K
RGLD
Royal Gold Inc

Basic Materials
132
+ 27.56%
$155.48 - $186.71 $20.5K - $24.6K
611 $108K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
310
+ 12.35%
$62.35 - $83.2 $19.3K - $25.8K
2.82K $234K
COOP
Mr. Cooper Group Inc.

Financial Services
265
+ 230.43%
$107.26 - $155.96 $28.4K - $41.3K
380 $56K
UGI
Ugi Corp

Utilities
266
+ 6.15%
$30.18 - $36.59 $8.03K - $9.73K
4.59K $167K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
288
+ 1440.0%
$139.81 - $165.8 $40.3K - $47.8K
308 $47K
Activity Summary
Buys All Purchases 2162 New Holdings 482 Increased Positions 1680 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 12 Puts 3
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