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
First Tr Exchange Traded Fd
66
+ 4.55%
N/A
1.52K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
22
+ 0.39%
N/A
5.64K $0
NN
Nextnav Inc.

Communication Services
5
+ 55.56%
$10.96 - $15.32 $54.8 - $76.6
14 $0
ZWS
Zurn Water Solutions Corp

Industrials
37
+ 1.36%
$28.5 - $37.54 $1.05K - $1.39K
2.76K $101K
FCPI
Fidelity Covington Tr Stocks F

ETFs
1
+ 0.95%
$38.29 - $46.65 $38.3 - $46.7
106 $4K
DBL
Double Line Opportunistic Credit Fund

Financial Services
5
+ 4.46%
$15.1 - $15.75 $75.5 - $78.8
117 $1K
Tidal Tr Ii
224
+ 98.68%
N/A
451 $0
Birkenstock Holding PLC
606
+ 4040.0%
N/A
621 $0
BTBT
Bit Digital, Inc

Financial Services
50
New
$1.73 - $2.69 $86.5 - $135
50 $0
Boeing CO
198
New
N/A
198 $0
CGMU
Capital Group Core Plus Income
57.5K
+ 488.21%
N/A
69.3K $0
TXG
10x Genomics, Inc.

Healthcare
41
+ 1025.0%
$7.14 - $11.73 $293 - $481
45 $0
FCBC
First Community Bankshares Inc

Financial Services
33
+ 6.68%
$35.38 - $40.02 $1.17K - $1.32K
527 $20K
Foremost Clean Energy LTD
1.35K
New
N/A
1.35K $0
GCT
Giga Cloud Technology Inc.

Technology
292
+ 3650.0%
N/A
300 $0
SMTC
Semtech Corp

Technology
6
+ 18.75%
$24.34 - $45.62 $146 - $274
38 $1K
Tidal Trust I
3.6K
New
N/A
3.6K $0
Gigcapital7 Corp
300
New
N/A
300 $0
Fidelity Covington Trust
3.48K
+ 131.23%
N/A
6.13K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
2
+ 0.07%
N/A
2.67K $0
IAC
Iac/Inter Active Corp

Communication Services
76
+ 16.38%
$32.68 - $40.02 $2.48K - $3.04K
540 $20K
Cooper Cos Inc
36
+ 5.55%
N/A
685 $0
J P Morgan Exchange Traded F
421
New
N/A
421 $0
J P Morgan Exchange Traded F
619
+ 7737.5%
N/A
627 $0
First Tr Exchange Traded Fd
32.3K
+ 1849.51%
N/A
34K $0
Capital Group Conservative E
3.93K
New
N/A
3.93K $0
Wisdomtree Bitcoin Fd
850
+ 1700.0%
N/A
900 $0
RVT
Royce Value Trust, Inc.

Financial Services
6
+ 3.24%
$12.5 - $15.21 $75 - $91.3
191 $2K
Circle Internet Group Inc
21
New
N/A
21 $0
FCAL
First Tr Iii Calif Mun High In

ETFs
15
+ 1.7%
$47.18 - $49.3 $708 - $740
898 $43K
AMED
Amedisys Inc

Healthcare
1
+ 4.0%
$91.31 - $98.39 $91.3 - $98.4
26 $2K
Ishares Tr
20
New
N/A
20 $0
SWAN
Amplify ETF Tr Blackswan Growt
1.02K
+ 1037.76%
N/A
1.12K $0
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
3
New
$86.93 - $117.31 $261 - $352
3 $0
ETF Opportunities Trust
250
+ 25.0%
N/A
1.25K $0
NUV
Nuveen Municipal Value Fund Inc

Financial Services
36
+ 1.89%
$8.43 - $8.77 $303 - $316
1.94K $16K
Bondbloxx ETF Trust
98
+ 27.45%
N/A
455 $0
Aim ETF Products Trust
25
New
N/A
25 $0
Anglogold Ashanti PLC
71
+ 7100.0%
N/A
72 $0
Amplify ETF Tr
1.21K
+ 82.93%
N/A
2.66K $0
Neos ETF Trust
606
New
N/A
606 $0
Vestis Corporation
106
+ 141.33%
N/A
181 $0
Flutter Entmt PLC
40
+ 16.88%
N/A
277 $0
Rb Global Inc
102
+ 15.94%
N/A
742 $0
Blackrock ETF Trust
70.2K
New
N/A
70.2K $0
Destiny Tech100 Inc
295
+ 347.06%
N/A
380 $0
Usa Rare Earth Inc
245
New
N/A
245 $0
American Centy ETF Tr
3.33K
New
N/A
3.33K $0
Sunrise Communications Ag
1
+ 4.17%
N/A
25 $0
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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