Global Retirement Partners, LLC New Holdings in Q2 2025

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
12.1K
New
$97.18 - $113.06 $1.18M - $1.37M
12.1K $1.37M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
33.2K
New
$32.86 - $40.05 $1.09M - $1.33M
33.2K $1.32M
IETC
Ishares U S ETF Tr

ETFs
10.6K
New
$67.28 - $94.0 $714K - $998K
10.6K $997K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
43.8K
New
$22.06 - $22.48 $966K - $984K
43.8K $973K
IBND
Spdr Bloomberg International C

ETFs
28.4K
New
$29.46 - $32.59 $838K - $927K
28.4K $926K
VSDA
Victory Portfolios Ii Victorys

ETFs
16K
New
$46.15 - $51.89 $737K - $829K
16K $827K
FLMI
Franklin Dynamic Municipal Bon

ETFs
33.9K
New
$23.57 - $24.6 $800K - $835K
33.9K $823K
MINO
Pimco ETF Tr Municipal Income

ETFs
17.2K
New
$43.42 - $45.15 $745K - $774K
17.2K $758K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
10.8K
New
$54.28 - $67.95 $584K - $730K
10.8K $730K
AB
Alliancebernstein Holding L.P.

Financial Services
17.7K
New
$33.0 - $41.77 $583K - $738K
17.7K $721K
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.2K
New
$49.12 - $50.93 $552K - $573K
11.2K $560K
FINW
Finwise Bancorp

Financial Services
27K
New
$13.79 - $17.14 $372K - $463K
27K $405K
BSM
Black Stone Minerals, L.P.

Energy
29.5K
New
$12.78 - $15.36 $376K - $452K
29.5K $385K
APLD
Applied Blockchain, Inc.

Financial Services
33.9K
New
$3.53 - $13.86 $120K - $470K
33.9K $341K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4.04K
New
$66.99 - $83.47 $271K - $338K
4.04K $337K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4.52K
New
$39.69 - $51.24 $180K - $232K
4.52K $231K
QDEF
Flexshares Quality Div Defensi

ETFs
2.93K
New
$62.5 - $74.05 $183K - $217K
2.93K $216K
IAUM
I Shares Gold Trust Micro

ETFs
6.22K
New
$29.65 - $34.24 $184K - $213K
6.22K $205K
GTO
Invesco Actively Managed ETF T

ETFs
4.17K
New
$45.73 - $47.2 $191K - $197K
4.17K $195K
AVDV
American Centy ETF Tr Avantis

ETFs
1.97K
New
$61.76 - $79.32 $121K - $156K
1.97K $155K
VSMV
Victoryshares Us Multifactor M

ETFs
2.99K
New
$43.7 - $49.3 $131K - $148K
2.99K $147K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
8.31K
New
$15.44 - $16.72 $128K - $139K
8.31K $133K
PFIX
Simplify ETF Simplify Int Rate

ETFs
2.5K
New
$45.32 - $62.42 $113K - $156K
2.5K $132K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
3.32K
New
$33.53 - $39.61 $111K - $132K
3.32K $131K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
3.93K
New
$23.65 - $27.47 $92.9K - $108K
3.93K $107K
FHI
Federated Hermes, Inc.

Financial Services
2.35K
New
$35.85 - $44.32 $84.1K - $104K
2.35K $104K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.8K
New
$15.52 - $17.13 $90K - $99.3K
5.8K $99K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
3.29K
New
$22.56 - $29.85 $74.3K - $98.3K
3.29K $94K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.01K
New
$27.82 - $46.45 $55.8K - $93.1K
2.01K $93K
BOWL
Bowlero Corp.

Communication Services
8.65K
New
N/A
8.65K $91K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1K
New
$62.52 - $78.19 $62.7K - $78.4K
1K $77K
BANR
Banner Corp

Financial Services
1.21K
New
$56.51 - $65.42 $68.4K - $79.2K
1.21K $77K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
7.27K
New
$8.26 - $10.25 $60K - $74.5K
7.27K $74K
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.47K
New
$23.2 - $29.84 $57.4K - $73.8K
2.47K $73K
MSA
Msa Safety Inc

Industrials
429
New
$130.21 - $169.16 $55.9K - $72.6K
429 $71K
JPIN
Jp Morgan Diversified Return I

ETFs
1.06K
New
$52.18 - $64.25 $55.3K - $68K
1.06K $67K
KXI
Ishares Tr Global Consumer Sta

ETFs
1.02K
New
$60.73 - $67.45 $61.8K - $68.7K
1.02K $66K
PSCC
Invesco S&P Smallcap Consumer

ETFs
1.88K
New
$32.3 - $36.01 $60.8K - $67.7K
1.88K $62K
UTG
Reaves Utility Income Fund

Financial Services
1.69K
New
$29.08 - $36.18 $49.2K - $61.2K
1.69K $61K
PPTA
Perpetua Resources Corp.

Basic Materials
5K
New
$8.98 - $17.13 $44.9K - $85.7K
5K $60K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.2K
New
$33.86 - $45.77 $40.6K - $54.9K
1.2K $54K
CCB
Coastal Financial Corp

Financial Services
565
New
$79.01 - $99.95 $44.6K - $56.5K
565 $54K
ATRO
Astronics Corp

Industrials
1.6K
New
$20.03 - $35.81 $32.1K - $57.4K
1.6K $53K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
2K
New
N/A
2K $50K
HGER
Harbor ETF Tr All Weather Infl
2.07K
New
$22.13 - $25.39 $45.8K - $52.5K
2.07K $50K
PPLT
Abrdn Platinum ETF Trust

ETFs
550
New
N/A
550 $49K
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
XP
Xp Inc.

Financial Services
2.2K
New
$12.69 - $20.62 $27.9K - $45.4K
2.2K $44K
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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