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
HUBS
Hubspot Inc

Technology
52
+ 33.12%
$487.07 - $672.24 $25.3K - $35K
209 $116K
PSLV
Sprott Physical Silver Trust

Financial Services
500
+ 312.5%
$9.98 - $12.51 $4.99K - $6.26K
660 $8K
CHK
Chesapeake Energy Corp

Energy
83
+ 11.32%
N/A
816 $69K
SPXC
Spx Corp

Industrials
7
+ 2.92%
$120.66 - $167.68 $845 - $1.17K
247 $41K
PCTY
Paylocity Holding Corp

Technology
41
+ 227.78%
$172.54 - $201.04 $7.07K - $8.24K
59 $10K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
15
+ 2.68%
$55.24 - $68.55 $829 - $1.03K
575 $38K
TTC
Toro CO

Industrials
668
+ 15.73%
$63.51 - $77.8 $42.4K - $52K
4.91K $347K
IQI
Invesco Quality Municipal Income Trust

Financial Services
800
New
$9.09 - $9.79 $7.27K - $7.83K
800 $7K
ADV
Advantage Solutions Inc.

Communication Services
5.55K
New
$1.09 - $1.65 $6.05K - $9.16K
5.55K $7K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1
+ 0.19%
$74.67 - $97.29 $74.7 - $97.3
540 $52K
LNTH
Lantheus Holdings, Inc.

Healthcare
105
+ 71.43%
$73.86 - $108.74 $7.76K - $11.4K
252 $20K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
25
+ 1.11%
$41.76 - $49.03 $1.04K - $1.23K
2.28K $111K
WTMF
Wisdomtree Tr Managed Futures

ETFs
219
+ 706.45%
$32.91 - $35.38 $7.21K - $7.75K
250 $8K
BMA
Macro Bank Inc.

Financial Services
107
New
$64.88 - $96.54 $6.94K - $10.3K
107 $7K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
167
+ 1.29%
$22.3 - $22.57 $3.72K - $3.77K
13.1K $294K
PIO
Invesco Exchange Traded Fd Tr

ETFs
13
+ 1.17%
$35.79 - $44.67 $465 - $581
1.12K $50K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
333
New
$17.58 - $21.07 $5.85K - $7.02K
333 $6K
DOCU
Docusign, Inc.

Technology
420
+ 18.64%
$70.35 - $93.84 $29.5K - $39.4K
2.67K $208K
RLI
Rli Corp

Financial Services
266
+ 184.72%
$71.27 - $80.82 $19K - $21.5K
410 $29K
DLB
Dolby Laboratories, Inc.

Industrials
90
+ 300.0%
$69.36 - $81.21 $6.24K - $7.31K
120 $8K
SCHQ
Schwab Strategic Tr Long Term

ETFs
192
+ 70.33%
$30.46 - $33.4 $5.85K - $6.41K
465 $14K
EL
Estee Lauder Companies Inc

Consumer Defensive
46
+ 9.73%
$50.06 - $80.8 $2.3K - $3.72K
519 $41K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
274
New
$24.31 - $25.29 $6.66K - $6.93K
274 $6K
STC
Stewart Information Services Corp

Financial Services
97
+ 176.36%
$59.82 - $72.65 $5.8K - $7.05K
152 $9K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
203
+ 307.58%
$30.29 - $33.43 $6.15K - $6.79K
269 $8K
MOH
Molina Healthcare, Inc.

Healthcare
16
+ 7.55%
$290.25 - $353.24 $4.64K - $5.65K
228 $67K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
490
+ 20.84%
$11.53 - $13.87 $5.65K - $6.8K
2.84K $39K
PTGX
Protagonist Therapeutics, Inc

Healthcare
12
+ 3.95%
$40.89 - $56.37 $491 - $676
316 $17K
AVIV
American Centy ETF Tr Avantis
92
+ 836.36%
$50.27 - $62.84 $4.62K - $5.78K
103 $6K
RE
Everest Re Group LTD

Financial Services
17
+ 22.08%
N/A
94 $34K
IBRX
Immunity Bio, Inc.

Healthcare
2.14K
+ 230.32%
$1.89 - $3.44 $4.05K - $7.37K
3.07K $8K
CRAI
Cra International, Inc.

Industrials
34
+ 25.37%
$160.48 - $195.43 $5.46K - $6.64K
168 $31K
BNL
Broadstone Net Lease, Inc.

Real Estate
337
+ 50.0%
$14.72 - $17.13 $4.96K - $5.77K
1.01K $16K
GTX
Garrett Motion Inc.

Consumer Cyclical
596
+ 2980.0%
$7.34 - $12.04 $4.37K - $7.18K
616 $6K
EVX
Vaneck ETF Tr Environmental Se

ETFs
1.21K
+ 400.0%
$31.9 - $38.44 $38.5K - $46.4K
1.51K $57K
QDPL
Pacer Fds Tr Metaurus Us Large
130
+ 17.93%
$32.46 - $39.77 $4.22K - $5.17K
855 $33K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1.63K
+ 17.37%
$28.49 - $33.82 $46.4K - $55.1K
11K $327K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
274
+ 21.16%
$15.0 - $20.49 $4.11K - $5.61K
1.57K $31K
DDOG
Datadog, Inc.

Technology
88
+ 13.81%
$87.0 - $134.33 $7.66K - $11.8K
725 $97K
PEN
Penumbra Inc

Healthcare
22
+ 157.14%
$253.22 - $299.78 $5.57K - $6.6K
36 $9K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
25
+ 500.0%
$208.91 - $238.66 $5.22K - $5.97K
30 $7K
RING
Ishares Inc Msci Global Gold M

ETFs
35
+ 10.61%
$34.72 - $45.62 $1.22K - $1.6K
365 $15K
WDFC
Wd 40 CO

Basic Materials
32
+ 37.21%
$217.49 - $248.93 $6.96K - $7.97K
118 $26K
SMPL
Simply Good Foods CO

Consumer Defensive
197
+ 273.61%
$31.59 - $38.0 $6.22K - $7.49K
269 $8K
DIV
Global X Superdividend Us ETF

ETFs
338
+ 1.18%
N/A
29K $497K
ESAB
Esab Corp

Industrials
50
New
$104.48 - $130.25 $5.22K - $6.51K
50 $6K
DIAL
Columbia ETF Tr I Diversified

ETFs
119
+ 2.11%
$17.43 - $18.21 $2.07K - $2.17K
5.75K $104K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
52
+ 20.63%
$49.55 - $60.46 $2.58K - $3.14K
304 $18K
BCAT
Black Rock Capital Allocation Trust

ETFs
420
New
$13.2 - $15.27 $5.54K - $6.41K
420 $6K
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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